“Financial Planning is a Habit Building Exercise. Once you are Habitual to Discipline and Follow the Process, the Great Financial Life will Follow”
- Manikaran Singal
100+ Families Trust us with their Financial & Life Goals
Yes, Its not only about making Investments, its about achieving Goals
A Completely Online, Customized and Personalized Financial planning Service. A Professional hand holding will always be along with you. This service is With Complete Implementation, Monitoring and Ongoing Support.
This is a Financial Plan only Service, for DIY Investors. You will get the Detailed Customized Financial plan document and Investment advise. Without the Implementation Support and Ongoing Advice.
Why You Need Financial Planning?
Because Life is Uncertain
Nothing is Sure in today's time. Income, Job, Health...Future always looks uncertain. What is certain is the coming Responsibilities and Old age. When you understand this, then its not difficult to accept that You have to Plan Well..to Live better. Planning gives you confidence and courage to work towards the future
Powerful way to SAVE WELL & INVEST SMART
It helps you look at your life holistically and make you invest in RIGHT Products, which suits your RISK PROFILE, considering your Long and Short term GOALS. So adequate money is available at the RIGHT TIME.
Proven technique to Organize Money Matters
Be it your Taxes, Insurance, Investments, Estate matters....all are interlinked and needs your equal attention. With a Proper structure at place you would be able to manage all of them well. So Peace of Mind is Guaranteed
“Financial Planning puts Your Money in a Structure, So you can FOCUS on other Important things in Your Life”
YOU ARE JUST A CLICK AWAY FROM YOUR FINANCIAL WELLNESS
your money management will be put into a structured process.
Your Income, Expenses, Assets, Liabilities, Insurances, Investments, Loans etc. Will be analysed and
Detailed Financial Plan be Prepared for you with action points on how to achieve your Financial Goals
I feel much more in Control with my Finances
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, CEO, Darshan Chemicals, Mumbai
Financial Planning Simplified
Great Financial Life starts with Good Money habits. Financial Planning makes your Life Simple, Disciplined and Goal Oriented
Premium Services ... ZERO Worries...
Its but natural to be apprehensive to get into a Paid SERVICE, where you don't know the exact outcome. So, let me take away the risk from you, and assure you that during the complete process, where ever you feel that you are not finding the same useful or not as what you had expected...we will refund you the 100% payment. No Questions Asked.
I am on track and can see money at my disposal
My experience with the whole financial planning an financial planner was EXCELLENT… I was in a mess and had absolute no knowledge of Financial Planning. I used read a lot of articles, invest as per advise of friends but all in vein. Now I am on track and can see some money at my disposal. I am hopeful and confident for a brighter future with help of Mr. Manikaran.
Anoop Bhardwaj, GM, HSIL Ltd, Gurgaon
Your Money Management Needs Your Attention
We will UN-complicate your Financial Life, by advising you on selecting less, but good and ideal investments.
More than Investment, Good Money management is about your Financial Wellness.
Your Money should Give you Good Life.
"Financial Planning gives you clarity, provides direction to your Goals & meaning to your Financial Decisions. It makes you disciplined towards your Money & Life."
financial Planning process
This is the stage when we get to know each other. You may ask us your questions and we would like you to share your financials with us in a structured Pre-Defined format, answer the Risk Profiler questionnaire...for us to ask the relevant questions.
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?
Professional Fee Rs 20000/- (Inclusive of all taxes),
Plus Ongoing Service Fee** (In Live RICH)
Let's have a No Strings attached FREE Discussion on your requirements and explain how You will get benefit from our Services . Fill in your details in the below form, We will Call you.
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