Money is important to Enjoy a Decent Life, and

Happy and Healthy Life is important to Enjoy the Money

This is where THE REAL FINANCIAL PLANNING helps YOU

Personal Financial Planning Services For YOU

RICH LIFE Service

If you are looking for Complete Organising of your Financial Life, make suitable Investments, getting out of non suitable Products, and have a disciplined process oriented Financial Plan, this service is for you

  1. Your Cash Flow (Income, Expenses, EMIs, Insurance Premiums, Other savings etc.) will be Analysed.
  2. Your Net Worth (Assets and Liabilities) will be checked. *Please Note your Real growth is when your Networth grows.
  3. Your Financial Health Check will be done.
  4. Your Risk Profiling will be done, to find out suitable Investment Asset Allocation for YOU.
  5. We will help you Set and Prioritize Your Smart Goals.
  6. Your Existing Investments will be Reviewed
  7. Your Existing Insurance Policies will be Reviewed. And Suggest what policies to be kept and what to be surrendered.Also what to be bought as new.
  8. Your Existing Loans will be reviewed. And suggest what is to be Prepaid and How.
  9. You will be suggested with Good Investment options suitable to your Goals and Your Risk profile.
  10. Basic Tax Planning Suggestions.
  11. Basic Estate Planning Guidance.
  12. Investment behavior Counselling.
  13. We will Help you in Implementing the RecommendationsMonitor the Investments and do a timely review of the Portfolio and Financial Plan. (Optional)

FEE Starts from Rs 21000/-

FEE Starts from Rs 21000/-

GET RICH Service

If you are looking for making suitable investments for your Goals, this service is for you

  1. Your Cash Flow (Income, Expenses, EMIs, Insurance Premiums, Other savings etc.) will be Analysed.
  2. Your Net Worth (Assets and Liabilities) will be checked. *Please Note your Real growth is when your Networth grows.
  3. Your Financial Health Check will be done.
  4. Your Risk Profiling will be done, to find out suitable Investment Asset Allocation for YOU.
  5. We will help you Set and Prioritize Your Smart Goals.
  6. Your Existing Investments will be Reviewed
  7. Your Existing Insurance Policies will be Reviewed. And Suggest what policies to be kept and what to be surrendered.Also what to be bought as new.
  8. Your Existing Loans will be reviewed.And suggest what is to be Prepaid and How.
  9. You will be suggested with Good Investment options suitable to your Goals and Your Risk profile.
  10. Basic Tax Planning Suggestions.
  11. Basic Estate Planning Guidance.
  12. Investment behavior Counselling.
  13. We will Help you in Implementing the RecommendationsMonitor the Investments and do a timely review of the Portfolio and Financial Plan. (Optional)

FEE Starts from Rs 14500/-

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Benefits of Financial planning

  • Have more control on your Money Flows and keep your Financial Health in Check.
  • Know what Investments suit best your Risk Appetite.
  • Follow a Disciplined, Goal Oriented, Asset Allocated Investment Strategy.
  • Save taxes, Secure future, Beat Inflation
  • Have more time for the things you value the most

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We Understand

YOU need Humans to interact with, who understand your Emotions, needs, and behavior well.

We are not Faceless and Emotionless Robo Advisors

You Value Your Time the Most and want to have different Channels of communications Open.

We use Technology Extensively and are fine serving you over the email, on Phone and Whatsapp, On Skype, without compromising the service Quality and Losing the touch.

You expect Transparency in dealings with No Conflict Of Interest.

We are FIDUCIARY and SEBI Registered Investment Advisors.

YOU want to be Treated as a Person and Not a Business Account.

We are a Boutique Financial Planning Firm. We Love all Our Clients and deliver Personalized service

At Good Moneying, you will experience what it feels like to have your own trusted financial advisor, ready to help when you have questions. With our Focus on Building Long-term client relationships, we are with you every step of the way as your life unfolds.