Unbiased, Simple and Conflict-Free Fee-Only Financial Planning Service
“Humans are wired to act; markets tend to reward inaction”
Daniel Crosby
Study successful investors, and you’ll notice a common denominator: they are masters of psychology. They can’t control the market, but they have complete control over the gray matter between their ears.
Morgan Housel
Why We Need
Financial Planning?
It is evident that investing is a process of controlling your behavior and managing the risk than chasing the returns. Every day, you spend around 8 to 10 hours to earn money.Do you spend even 1% of the same time trying to find the best way to utilize this? While it is important to spend time trying to earn more money, it is also important for you to spend time to figure out the right way your money is invested with a proper financial planning.
FIDUCIARY
We have Fiduciary responsibility under SEBI RIA Regulations. Hence, we put our clients’ interests ahead of everything else.
Trust, Ethics and Integrity are the foundations of our client engagement.
APPROACH
Our module is to simplify your financial life. We follow the simplistic approach of awakening a financial planner inside you by guiding you on how to control your behavior and manage the risk.
NO AFFILIATION
We are not affiliated (directly and indirectly) with any Mutual Fund Companies, Insurance Companies or sell you any products. We practice the fee-only financial planning module, where our approach revolves around you.
HOW IT WORKS
We are not here to SELL any product. We provide you an unbiased investment advisory, in the form of Fee-Only Financial Planning service.
Blog Posts
LIC Saral Jeevan Bima (Plan No.859) – Term Life Insurance
Finally, LIC is offering a standard Term Life Insurance for its customers from 16th April 2021. Let …
Top 5 Best Term Insurance Plans in India 2021
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Interest Rates of Post Office Savings Schemes may be reduced – Where to invest?
I think many of us shocked when interest rates of Post Office Savings Schemes slashed on 31st March …
Income Tax Return Forms AY 2021-22 (FY 2020-21) – Which forms to use?
Recently CBDT notified the Income Tax Return Forms AY 2021-22 (FY 2020-21). There are various forms. …
Latest Post Office Interest Rates April – June 2021
What are the Latest Post Office Interest Rates April – June 2021? What are the latest Post …
Cab Driver and his 10 Yrs 15% Equity Returns – What we can learn?
I want to share with you the real story of Cab Driver and his 10 Yrs 15% Equity Returns. What we can …