We are a Sebi Registered Investment Advisor and FEE ONLY "Financial Planning " firm based in Mumbai.
We offer services in drawing a roadmap to achieve your financial goals in a planned manner
26/03/2025
Sharing our latest Video on Asset Allocation.
Asset Allocation This Video provides details about how to diversify your investments across different assets based on your risk profile, financial goals and time horizon. It ...
22/08/2024
Why Stock Market Day Trading will not help an investor create long-term wealth – Proficient Planner Leave a Comment / Uncategorized / By Steven Fernandes Why Stock Market Day Trading will not help an investor create long-term wealth Meet Mr. Satish, a 38-year-old IT professional who, like many others, dreams of achieving financial independence and securing a prosperous future for his family. Howev...
02/10/2023
Financial Planning for Special Kids Families This Video explains the difference between traditional Financial Planning versus that required for families with Special kids. It also covers the challenges ...
02/10/2023
On 23rd September 2023, we organised a Session on " Financial Planning for Special kids families conducted by Mr. Jitendra Solanki, Founder Special needs Estate planners. Sharing the insightful video link below.
Financial Planning for Special Kids Families This Video explains the difference between traditional Financial Planning versus that required for families with Special kids. It also covers the challenges ...
02/10/2023
HOW TO MAKE A WILL This video provides detailed information on how to make a simple WILL. It also explains the precautions that one needs to take to ensure that the beneficiari...
02/10/2023
We did a session on " Creating a Simple will" with Advocate Sanjay Rego. Sharing the youtube link of the session below.
HOW TO MAKE A WILL This video provides detailed information on how to make a simple WILL. It also explains the precautions that one needs to take to ensure that the beneficiari...
23/02/2023
Celebrate women's day on 8th March 2023 by empowering them through a workshop on Financial planning.
05/01/2023
Simple video on understand Tax rules for Mutual fund investments
Taxation on Mutual Funds This video provides details on how mutual funds are taxed.
05/01/2023
Our latest video on .
08/09/2022
. Know the taxation of mutual funds through this informative video.
Taxation on Mutual Funds This video provides details on how mutual funds are taxed.
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| Tuesday | 9:30am - 6:30pm |
| Wednesday | 9:30am - 6:30pm |
| Thursday | 9:30am - 6:30pm |
| Friday | 9:30am - 6:30pm |
| Saturday | 9:30am - 3pm |