Financial Planning India | Certified Financial Planner (2024)

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- Personal Financial Planning services | Online Financial Planning
  - Live RICH (Online goal-based financial planning)
  - Plan RICH (Financial Plan only)
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“Financial Planning puts you into a process, builds Good Financial habits and Discipline. These 3 ingredients are enough for a Great Financial Life”

- Manikaran Singal

Yes, Its not only about making Investments, its about achieving Goals

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Our Services

Live RICH- Grow Money

A Completely Online, Customized and Personalized Financial planning Service. A Professional hand holding will always be along with you. This service isWith Complete Implementation, Monitoring and Ongoing Support.

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Plan RICH- Save Money

This is a FinancialPlan onlyService, for DIY Investors. You will get the Detailed Customized Financial plan document and Investment advise.Without the Implementation Support and Ongoing Advice.

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Why You Need Financial Planning?

To Manage Life's Uncertainties

Nothing is Sure in today's time. Income, Job, Health...Future always looks uncertain. What is certain is the coming Responsibilities and Old age. When you understand this, then its not difficult to accept that You have to Plan Well..to Live better. Planning gives you confidence and courage to work towards the future

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To SAVE WELL & INVEST SMART

Financial planning is a Powerful way to have holistic look at your life and determines which products are suitable for your RISK PROFILE, taking into account your long and short term goals. That way, you have sufficient money at the RIGHT TIME.

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To Organize Money Matters

Taxes, insurance, investments, estate matters...all are interconnected and require equal attention. It is possible to manage them all well with a proper structure in place. Therefore, peace of mind is guaranteed.

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“A financial plan puts your money in a structure, allowing you to focus on other aspects of your life that are equally important"

YOU ARE JUST A CLICK AWAY FROM YOUR FINANCIAL WELLNESS

your money management will be put into a structured process.

Your Income, Expenses, Assets, Liabilities, Insurances, Investments, Loans etc. Will be analysed and

Detailed Financial Plan be Prepared for you with action points on how to achieve your Financial Goals

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My first meeting changed my perspective

I did feel that Financial Planning was important but could never really devote enough time to it. Internet obviously gave me huge amount of information but it was all very distributed and inconsistent. Mani simplified things so that I could understand them better. The idea of financial planning, as explained to me by Mani, made a lot of sense. Mani is a very organized and diligent professional. He really knows what he is saying and strongly believes in that.

Vishal Chalana, Entrepreneur, USA

Worry FREE...Premium Service

It's only natural for someone to be apprehensive about using a Paid SERVICE, where there are no guarantees. As such, let me take the risk from you, and assure you that if you do not find the service useful or not as you had anticipated, we will refund you 100% of your payment. No Questions Asked.

His approach is to educate clients in a way that is easily understood

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, UPS (Asia Pacific), Singapore

Your Money Management Needs Your Attention

We will UN-complicateyour Financial Life, by advising you on selecting less, but good and ideal investments.

More than Investment, Good Money management is aboutyour Financial Wellness.

Your Money should Give you Good Life.

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"Financial Planning gives you clarity, provides direction to your Goals & meaning to your Financial Decisions. It makes you disciplined towards your Money & Life."

financial Planning process

We get to know each other at this stage. You are welcome to ask us any questions, and we would like to know your financial information in a structured format using Predefined formats, Risk Profilers...so we can ask pertinent questions.

frequently asked questions

Why there is a need for Financial Planning?

How would the Financial Planning Process Work?

How Regular is this exercise? Onetime, Bi Annually or Annually?

What areas of Personal finances will the Financial plan Cover?

Will you help in the Implementation of the Plan too? Can I do it myself?

How do you Serve the clients? Can we do it online?

Why to Pay FEE, when we are getting Financial Planning for FREE?

How are you Different from Other Advisers?

What Guarantee you give on the Investment Returns?

What Kind of Client Profiles you have Served till now?

Who will do my Financial Planning ? You or Robo or Team?

I am more comfortable with Personal Meetings, Will you help?

Let's have a No Strings attached FREE Discussion on your requirements and explain how You will get benefit from our Services . Fill in your details in the below form, We will Call you.