ENSURE YOUR FINANCIAL SUCCESS
BY FOLLOWING A GOOD PROCESS

FINANCIAL PLANNING puts your MONEY in order, so you can FOCUS on other Important things in your LIFE

ASK YOURSELF


  • Do you Feel Organized with your Money Matters? Do you have a Set System at place to manage financials?
  • Do you have Clear Financial Goals and a Clear Direction to Achieve them?
  • ​​You earn well, but are You Saving Enough, and that too in the Right way?
  • You have Multiple Financial products, but are they the Right Fit in to your Financial requirements and Goals?
  • You are growing in your life and Profession, and finding time for Personal Finances is getting tough
personal financial planning services

Personal Financial Planning is the answer to all your worries related to Money Management.

 

It will give Direction to your Savings towards your life goals, make you Invest in a correct manner in the


most suitable products, helps you manage your debts well and Keeps you Organized in the Money Matters.




Our Services


LIVE RICH

  • Cash Flow and Net Worth Analysis
  • Financial Health Check (Ratio Analysis)
  • Risk profiling and Asset Allocation
  • Review and Analysis of Existing Investments
  • Review and Analysis of Existing Insurances
  • Goals Based Investment Planning
  • Life, Health, Accident Insurance Advisory
  • Debt Management Services
  • Retirement Planning
  • Basic Tax Planning
  • Basic Estate Planning
  • *End to End Implementation of Investment Plan
  • Service Delivery - Remote and Online
  • Planning & Annual Service Charges - Rs 20000

RICH LIFE

  • Cash Flow and Net Worth Analysis
  • Financial Health Check (Ratio Analysis)
  • Risk profiling and Asset Allocation
  • Review and Analysis of Existing Investments
  • Review and Analysis of Existing Insurances
  • Goals Based Investment Planning
  • Life, Health, Accident Insurance Advisory
  • Debt Management Services
  • Retirement Planning
  • Basic Tax Planning
  • Basic Estate Planning
  • *End to End Implementation of Investment Plan
  • Service Delivery - Personal Meetings + Online
  • Planning & Annual Service Charges - Rs 30000 

What Our Customers Are Saying


Mr. Vishal Chalana

Entrepreneur, USA

I did feel that Financial Planning was important but could never really devote enough time to it. It was always on a lower priority. I would do ad-hoc investments in equity and mutual funds without thinking too much. I did not track my investments. I realized that this was not the right approach and started looking for help. Internet obviously gave me huge amount of information but it was all very distributed and inconsistent.
While searching I found Manikaran and contacted him. I was apprehensive before meeting him since I always thought Financial Planners essentially sell you insurance plans or other funds. My first meeting changed my perspective. The idea of financial planning, as explained to me by Mani, made a lot of sense. It was simple – you invest based on your goals. Over the next few meetings, I could see the importance of giving time to my finances. Mani simplified things so that I could understand them better.  Mani is a very organized and diligent professional. He really knows what he is saying and strongly believes in that. His approach is logical and reasonable and he is open to discussions and suggestions. I rate him very high and strongly recommend him.
Personal Financial Planning Gurgaon

Mr. Vivek Shrivastava

AMM, Asia Pacific, UPS, Singapore

“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.

Financial Planning Simplified


Great Financial Life starts with Good Money habits. Financial Planning makes your Life Simple, Disciplined and Goal Oriented

frequently asked questions


Why there is a need for Financial Planning?

How would the Financial Planning Process Work?

How Regular is this exercise? Onetime, Bi Annually or Annually?

What areas of Personal finances will the Financial plan Cover?

Will you help in the Implementation of the Plan too? Can I do it myself?

How do you Serve the clients? Can we do it online?

Why to Pay FEE, when we are getting Financial Planning for FREE?

How are you Different from Other Advisers?

What Guarantee you give on the Investment Returns?

What Kind of Client Profiles you have Served till now?

Who will do my Financial Planning ? You or Robo or Team?

I am more comfortable with Personal Meetings, Will you help?

Have more questions?

Let's have a No Strings attached FREE Discussion on your requirements and explain how best we could be able to help you. Fill in your details in the below form, We will Call you.

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