Plan RICH - Financial Plan with Freedom
A Financial Plan Service for DIY Investors
You will talk to a Human who Listen and Feel. Its a Personalized Service, not a Software Program
You will get an Online Service Delivery , so you don't have to move from the comfort of your Office or Home.
You will not have to pay a Bomb for your Financial Plan. Online Services are always cost effective.
You will get an Unbiased advise & Transparent discussion 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.
Manikaran Singal, Chief Financial planner
"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.
Yuvaraj Mahajan, Mumbai
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
What your Financial Plan will have
Starts from Rs 25000/- (Inclusive of all taxes).
This fee may be increased with the increase in complexity in the Financial Data
Lets Discuss in Detail
Fill up the form below and schedule a FREE Half n Hour detailed discussion to get to know , how we would be able to help you achieve your Life Goals.