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Unbiased, Simple and Conflict-Free Fee-Only Financial Planning Service

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daniel_cosby

“Humans are wired to act; markets tend to reward inaction”


Daniel Crosby
Morgan Housel

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.

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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.

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Blog Posts

LIC Saral Jeevan Bima (Plan No.859)

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

Top 5 Best Term Insurance Plans in India 2021

There are 24 Life Insurance companies in India. Among those 24 companies, which one we can choose to …

Public Provident Fund or PPF Interest Rate History from 1968-69 to 2015-16

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. …

Interest rates of all Post Office Savings Schemes (PPF, SSY, NSC, SCSC, KVP and RDs) were slashed drastically. In fact, PPF hit the 46 years low rate. Latest Post Office Interest Rates April – June 2021

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

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 …

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Get in touch with us here

Address: Basavaraj Tonagatti,
1446, Aastha, Sir M Vishweshwarayya Layout, 5th Block, Bangalore-560056.

Phone: (+91) 9019580450

Email: tonhokrani@gmail.com

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