Financial Services industry - January 2008 – Present (8years) We are involved into mainly distribution of financial products since 2001 and January 2008 marked the start of the Financial Planning Services offered by the firm.

CERTIFIED FINANCIAL PLANNERS are required to meet your present and future Financial needs through professional guidance and Planning.

The importance of Financial Planning

A financial plan provides direction and meaning to your financial decisions. Similar to a "road map," a financial plan provides clarity and allows you, the client, to understand how each financial decision will affect other areas of your finances, current and future. Financial planning is not a onetime event, rather an ongoing process that is life-long. Your plan will need to be amended as life changes and events happen.

Our Approach

  • Examine Your Present Financial Situation
  • Accumulate Wealth - Wealth Accumulating Strategies
  • Manage Income Taxes
  • Implement Adequate Wealth Protection
  • Plan for Retirement
  • Transference of Wealth - Creating a Legacy

Range of Products & Services

  • Investment Advisory
  • Portfolio Management
  • Insurance/Risk Planning
  • Implement Adequate Wealth Protection
  • Retirement Planning
  • Estate Planning

We provide comprehensive investment management and financial planning services to individual investors, business owners, professionals, and non-profit organizations. Once we have reviewed your current financial situation and identified possible deficiencies, with your help, we will construct a financial plan that is right for you. Once this plan is in place, we will help you to execute this new plan utilizing asset allocation, professional money managers, and incorporating an array of investment options creating a portfolio personalized for you and your goals.

There are 100 satisfied families as clients of the firm.

POONAM RUNGTA CFPCM
Contact: +91 9820470138

POOJA BHINDE CFPCM
Contact: +91 9869786786

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