Investment Planning is not only about making Just Investments. It is about making “Suitable” Investments. Suitable to your Risk Profile, Suitable to your Goals, Suitable to your tax profile, Suitable to your Liquidity Requirements, Suitable to your Return expectations.

Investments Planning carries an Important Place in Personal Financial Planning. Once you have the basic foundation of the Emergency Fund, Required Insurances at the place and you are enjoying a good Financial Health with less of Loans, more of savings potential, so Now is the time to be structured on your Investments for your long and Short term goals.

We will write Investment Plan for you, so you can have a RIGHT investment portfolio suitable to your goals. 

BE GOOD - INVESTMENT PLANNING

You will get a Detailed Investment Plan, which includes

  • Risk Profiling and Asset Allocation
  • Cash flow Analysis
  • Review of Existing Investment Products (Excluding Insurance Policies)
  • Guidance in Setting and Prioritizing Goals
  • Goal-based Investments Planning
  • Retirement Planning
  • Recommendation for Suitable Investments Portfolio (Mutual Funds, Bonds, bank deposits, Post office deposits, PMS, etc.)
  • Mutual funds Portfolio Set up (Optional)
  • Implementation of the Plan (Optional)
  • Review and Monitoring of the Investments. (Optional)
  • Unlimited Support and Ongoing Services (Optional)
  • Fee Rs 12000/- 

Personal Financial Planning Services

In case you like to have a detailed analysis of your Financial Profile, get your Investment and Insurance products analyzed, want to have advice on Insurance, Taxes, Estate planning. Check out our Financial Planning Services.

Client's Testimonials

“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

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 a 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