Max Secure Financial Planners

Clients meet on Happy ageing for peace and happiness on 18th January 2025 at K Star hotel,CBD Belapur.

Akshaya Tritiya symbolises prosperity and new beginnings.
2. Start and review your journey towards prosperity and achievement of your financial goals.
Happy Akshaya Tritiya and happy investing!

At ASPIRE summit of SEBI REgistered Investment Advisers held on 12th & 13th March 2024 at Taj Lands,Bandra

NPS: A useful retirement scheme

National Pension System (NPS): A useful retirement scheme - Max Secure Financial Planners What is NPS? The Central Government had introduced the National Pension System (NPS) with effect from January 1, 2004. NPS has been opened to all Indian citizens voluntarily by the Pension Fund Regulatory and Development Authority (PFRDA). How does NPS works? NPS investment encourages people to inv...

India is now a $4 trillion economy. It will overtake Japan $4.3 trillion and Germany $4.2 trillion and will be *third largest economy* after USA and China with current highest GDP growth in the world.
*HAPPY INVESTING!*

SUBHA DEEPAVALI
We have completed 10 years of advisory.Our mission “Nurturing trusting relationships” is becoming a reality. At the initial years, the focus was on reaching out to as many prospects as possible through distributing pamphlets, cold callings, social media promotions and awareness programs.
From an approach of trying to reaching out to as many prospects as possible and matching suitable products to their needs, we have changed our approach in selecting clients matching our philosophy.
The primary consideration now is
1. Will the prospect be a suitable client for us?
2. Will the prospect be amenable to behavioural change?
Now we select clients than clients selecting us. We get fewer but it is WIN WIN in the long term.
Besides money management, we provide holistic financial life planning aiming at peace and happiness in their life.