Financial

FinancialPlanning

Welcome to World of Good Moneying. Here We believe that Money Management is not Limited to making Investments only, but it has a strong connection with your Life and thus the Ultimate Goal is Living Rich. We will help in managing your Money in such a way so you could also Enjoy your wealth .

Simplifying Financial Planning

Our Service Offerings

Get RICH (Plan only)

  • Risk Profiling and Asset Allocation
  • Financial Health Check, with Cash flow and Networth analysis
  • Review of Existing Insurance and Investment Products
  • Review of Taxation Structure
  • Guidance in Setting and Prioritizing Goals
  • Review of Loans and Debt management counselling
  • Goal-based Investments Planning
  • Retirement Planning
  • Recommendation for Suitable Investments Portfolio (Mutual Funds, Bonds, bank deposits, Post office deposits, PMS etc.)
  • Basic Estate Planning Advice
  • Income Tax Return Filing (Client & Spouse)
  • WILL Writing (Client & Spouse)
  • Mutual funds Portfolio Set up
  • Implementation of the Plan
  • Review and Monitoring of the Investments.
  • Unlimited Support and Ongoing Services
  • Service Fee Rs 20000/- Plus Taxes

Live RICH (Plan & Ongoing Support)

  • Risk Profiling and Asset Allocation
  • Financial Health Check, with Cash flow and Networth analysis
  • Review of Existing Insurance and Investment Products
  • Review of Taxation Structure
  • Guidance in Setting and Prioritizing Goals
  • Review of Loans and Debt management counseling
  • Goal-based Investments Planning
  • Retirement Planning
  • Recommendation for Suitable Investments Portfolio (Mutual Funds, Bonds, bank deposits, Post office deposits, PMS etc.)
  • Basic Estate Planning Advice
  • Income Tax Return Filing (Client & Spouse)
  • WILL Writing (Client & Spouse)
  • Mutual funds Portfolio Set up
  • Implementation of the Plan
  • Review and Monitoring of the Investments.
  • Unlimited Support and Ongoing Services
  • Fee Rs 20000/- +Taxes +Investment Management 

INVESTMENT PLANNING SERVICE

In Case you like to have only an Investment Portfolio which suits your Risk profile and do a Goal-based Planning, and thus do not require Insurance advisory, Tax, and Estate Planning…Check out our Investment Planning Services

Our Client's Recommendation

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.

Vishal Chalana

Entrepreneur , USA