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


financial planning- goodmoneying

Dr. Sachin Gupta

New Delhi

Frankly, at first, I was a bit reluctant to engage a fee based financial planner. After all, when everything is available online for Free, why to pay for the advice. But later, I realized that there is a lot of information (unrequired) available around, which confuses rather than convince you. So, it’s wise to have a professional financial planner by your side.
I was following Manikaran’s blog (www.goodmoneying.com) for quite some time. I liked his thought process and decided to try his services. To my surprise I found out that his first aim was to make his clients gain financial education, and in that he was very patient as well as sincere. His ultimate objective is to make things understandable and clear to the client, he believes in simplicity and makes sure that complications stay away from you. His help in goal setting, mapping investing surplus to different goals, knowing me and my family’s risk profile, knowing when to disagree and why…has made my financial life quite simple and growth-oriented. Rather than googling and confusing myself with the different reviews and articles, I get Filtered information, which is more important for me. Now I know where to go for all my financial doubts.
One major thing I learned after working with Manikaran is that, you save so much of time which you otherwise would have spent worrying about your investments, its returns, your goals or searching for better products, reading financial books, following Money control or CNBC and other media channels. With a financial planner by your side, you enjoy your time and give your time to the other important areas in your life. I am proud of my decision 😊. I strongly recommend Manikaran (Trusted friend and a foodie like me) for his services.

Mr. Yuvaraj Mahajan

CEO, Darshan Chemicals, Mumbai

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.

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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