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

Amey and Shreya

“We need to start planning and investing?"

Goal

About

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

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Advice

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Find Your Financial
Advice

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Amey and Shreya

“We need to start planning and investing?"

Goal

About

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

MORE CLIENT SUCCESS STORIES

"Never invested before, how do it start"

Saurabh

“Need to ensure that we have enough?.”

Rohit and Pooja

"Can we maintain lifestyle after Retirement?."

Prabhu and Rukmini

Follow Us

Services

Find Your FinancialAdvice

Quick Links

Follow Us

Services

Find Your FinancialAdvice

Quick Links

Follow Us

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

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

Find Your Financial
Advice

Find Your Financial
Advice