Why we need financial Planning
“While enthusiasm may be necessary for great accomplishments elsewhere, on Wall Street it almost invariably leads to disaster”– Benjamin Graham (Father of Value Investing and Guru of Warren Buffet)
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”-Jason Zweig (Author of “Your Money and Your Brain” and Editor of revised edition of Benjamin Graham’s The Intelligent Investor).
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.
We Manage Planning of All Sizes
“When there are multiple solutions to a problem, choose the simplest one.”
? John C. Bogle (Father of Index Investing)
A true financial planner will SELL only his knowledge and professional advice. In other modules of investment advice, investment decisions or advice are based on product-centric. However, in the case of the Fee-Only Financial Planning module, it revolves around you.
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.
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.
Fee only Financial Planning
Get In Touch
Distance is not a barrier to us in this current world of technology. Hence, I can work with the clients who stay in Bangalore, Mumbai, Chennai, Kolkotta, Delhi or in any part of India and world. Because now with the advancement of technology like Skype and Whatsapp audio and video calls, it is now easy to meet and fix a meeting online. You can reach me through various means as stated in footer.