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Client Success Stories

Amey and Shreya

“We need to start planning and investing?"

Goal

  • To create an emergency fund
  • Save for kids pre-school in near future
  • Buy a dream house in next 5 years
  • Plan for a Euro Trip in 2 years
  • Buy a Car by next Diwali

About

  • Amit and Shreya recently tied knot .
  • Both work in I.T, making good income and like to travel for vacations
  • Now, they want to plan their finances in order to achieve goals and to become wealthy.

How We Helped

  • Step 1

    Our focus with Amey and Shreya was Goal based planning. First, they had to go through our initial financial assessment . Our initial analysis showed them where we need to start with in terms of investments and insurances.

  • Step 2

    We organized their finances and constructed a financial plan which they understood. We help them chalked down the tentative values of their goals and how we need to start investing towards achieving those.

  • Step 3

    We set up a financial portal where they can login to see their finances at one place. Since they were in their late 20s, we created an investment strategy in accordance with their risk profile and right investment product selection

How We Helped

  • Step 1

    Our focus with Amey and Shreya was Goal based planning. First, they had to go through our initial financial assessment . Our initial analysis showed them where we need to start with in terms of investments and insurances.

  • Step 2

    We organized their finances and constructed a financial plan which they understood. We help them chalked down the tentative values of their goals and how we need to start investing towards achieving those.

  • Step 3

    We set up a financial portal where they can login to see their finances at one place. Since they were in their late 20s, we created an investment strategy in accordance with their risk profile and right investment product selection

Download our Sample Financial Plan

One document that gives a Holistic View of you financial life.

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