RICH Life - A Comprehensive Financial Planning

Online Goal based Financial Planning with a Personal meetings

Human Adviser

You will talk to a Human who Listen and Feel.  A Real Person will understand you better not a Machine

Personal Meetings 

You will get to meet the Financial planner in Person and have Face to Face meetings, to clear your queries and doubts.

Cost Effective Service

With Partial Online Service delivery the overall cost will be cost effective.

Fiduciary

You will get an Unbiased advise and Transparent engagement with a CFP professional 

Financial plans are Customized and Personalized. The Online service delivery is just to improve upon the efficiency in the process, so you can have ample time to use it wisely on other important tasks. With added feature of Personal meetings, you can make the most out of this Financial Planning Engagement

Client's Experiences


"


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.


Mr. Sharad Meshram

/ Mechanical Engineer, Kuwait

"


The entire exercise of financial planning with Mr. Manikaran was helpful to me in defining my short term & long term needs.  


He has helped me restructure my portfolio in more systematic and balanced way basis being my needs. 


His inputs on the status of Investment were well presented and they facilitated decision making. I would highly recommend him to anybody looking for the right financial advice.


Mr. Yuvaraj Mahajan
/ CEO, Darshan Chemicals, Mumbai


What You Will Get...

  • Cash Flow and Net Worth Analysis
  • Financial Health Check up (Ratio Analysis)
  • Risk profiling and Asset Allocation
  • Review and Analysis of Existing Investments
  • Review and Analysis of Existing Insurances
  • Goal based Investment Planning
  • Life, Health, Personal Accident Insurance Advisory
  • Debt Management
  • Retirement Planning
  • Basic Estate Planning
  • Basic Tax Planning
  • Implementation Support, Regular Reviews , Monitoring and Ongoing Query handling (Optional)
  • Personal Meetings - Twice in an Engagement Year (Every 4th Month, Post Plan Presentation)
  • Service Delivery - Online, Remote and Personal Meetings- Online, Remote and Personal Meetings
  • Financial Planning / Annual Service Charge - Rs 35000 (Inclusive of all Taxes)

Implementation Support, Investment Management & Ongoing Services

It is an Optional Service. If Post the writing of Financial Plan, You want us to handhold you, Guide you and help you implement the Financial plan and do the Regular and timely Reviews of the structure, then the undermentioned Cost structure will apply

  • Starts from 1% of Average Assets Under Management (Inclusive of taxes)  - in Direct Mutual Funds (Min. Investment Rs 25,00,000/-). Second year onward, No Planning Fee be charged
  • In case you prefer to Regular Mutual funds, then we may refer you to a trusted source (The Implementation Partner). In this case we will not charge any Investment management charges but only the Financial Planning / Annual Service Charge as mentioned above. 

Have Questions or Want to Know More?

Fill up the form below and schedule a FREE Half n Hour detailed discussion to get to know , how You will be served and achieve your goals in this whole journey.