RICH LIFE

A Good FINANCIAL PLANNING is about more than just advice or making Investments. Its about hand holding you, Guide YOU, counsel YOU, so YOU Can LIVE RICH

A Comprehensive Service for YOU

This is the Most Popular Service of ours where we do Financial plan writing, Implements the Plan, keep the portfolio under Monitoring, do the regular review and Provide Unlimited support to the client.

Client's Testimonials

I find Mr. Manikaran is very knowledgeable, honest and trustworthy financial planner who has given me advices to achieve my short term and long term goals. I was always thinking about engaging the financial planner but was not serious about it. Before contacting Mr. Manikaran I did investment without keeping in mind about my financial goal and lately became very apprehensive about it. After getting guidance from Mr. Manikaran, I am relieved and is certain of achieving my financial goals. I would highly recommend him to anybody who is looking for financial planner which is must for all.

Sharad Mesharam

Kuwait

“Manikaran ; wealth manager for my high-end portfolio has been always looking for the best way for me to maximize my investment. He is knowledgeable about the market and savvy to consumer impressions and misconceptions. His approach is to educate clients in a way that is easily understood. He examines what is presented to him and then lays out a plan with various options that are up to you to decide which you would prefer. He goes over all options and what would result in each option.

Vivek Shrivastava

Singapore

Details of Service Offering

Live RICH (Financial Plan & Ongoing Support)

  • Risk Profiling and Asset Allocation
  • Financial Health Check, with Cash flow and Networth analysis
  • Review of Existing Insurance and Investment Products
  • Review of Taxation Structure
  • Guidance in Setting and Prioritizing Goals
  • Review of Loans and Debt management counseling
  • Goal-based Investments Planning
  • Retirement Planning
  • Recommendation for Suitable Investments Portfolio (Mutual funds, bonds, bank deposits, Post office savings, PMS etc.)
  • Basic Estate Planning Advice
  • Income Tax Return Filing (Client & Spouse)
  • WILL Writing (Client & Spouse)
  • Mutual funds Portfolio Set up
  • Implementation of the Plan
  • Review and Monitoring of the Investments.
  • Unlimited Support and Ongoing Services
  • Fee Rs 25000/- + Investment Management  Rs 20000  only + Investment Management

Have questions ?? Let's discuss