At Save n Protect Financial Planners, we offer financial planning, investment and wealth management services, financial products and solutions to Resident Indians, Non Resident Indians (NRI) and Persons of Indian Origin (PIO).
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What's the best investment you can make? Stocks, Mutual Funds, Property, Gold, Fixed Deposits or even Insurance? At Save n Protect Financial Planners, we think, the best investment you can make is your financial plan itself.
Managing money is a tricky business, managing other people's money is not just tricky; it's a lot challenging and difficult. Considering most people need guidance on where to invest, how to save taxes, the best insurance scheme, which fund to invest in, which stock to hold, which one to sell, how to plan junior's college and their own retirement. And for all those self styled experts; planners come into helping them make better use of their money and achieve financial goals.
Our integrated strategy will help you weigh and decide on the best fit for investments, tax planning, and insurance in a comprehensive plan that evaluates income, cash flow, debt reduction, insurance, employee benefits, tax planning, and other financial elements. Our planning process has no hidden agendas - we will not push you to buy products. Comprehensive Financial Planning is fee-only and independent. Our plans are customized in every respect and can address almost any financial goal or situation.
Trust our experience to advise you first before offering any products and solutions. This step is very important to ensure that you do not commit a blunder of getting tied to a product that you do not even understand how it works.
Whether you are a young earner or retiree or someone who wants to establish an investment portfolio or are concerned by the fact that you don't have time to assess new investment opportunities, we have the expertise to help you. Whatever is your life stage, we would be able to add value to your decision making process.
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Typically, we will discuss with you / your family, personal goals such as retirement, taxes, higher studies funding, asset purchases, debt management and insurance. This information will be captured and used as a reference in creating the Plan.
The objective and outcome is a Plan for accomplishing your / your family's goals, that is to be implemented and monitored over the years. |
