Benefits of Financial Planning

Financial Goals

We help you reach your financial goals within limited time

Peace & Security

Financial planning always gives you peace of mind and financial security to make wise decisions

Tax Saving

We will suggest you tax savings strategies for better tomorrow

Enjoyable Retirement

We will advise you the best planning for your retirement, which can give you the same lifestyle even tomorrow

How it Works

       Register Online

    Our Expert will Advice

 Suggests an Investment Plan

   Track Performance

        Safe & Secure

   Build Your Asset Portfolio

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Calculate Your Risk Profile

Financial Fitness

Risk Checker

Finoptic Calculator

  • ₹600,000

  • ₹1,150,193

  • ₹1,150,193

  • ₹550,193

  • ₹550,193

  • ₹0

  • ₹0

  • ₹12,748.23

  • ₹600000

  • ₹164893.60960566

  • Total
    Return:

    ₹14,176

  • Annualized
    Yield:

    8.35%

  • Tax
    Rate:

    30.00%

  • Return After
    Taxes:

    ₹ 12,923

  • Annualized Yield
    After Taxes:

    ₹5.85%

  • Inflation
    Rate

    5.00%

  • Inflation
    Adjusted Return

    ₹ 9,693

  • Infl. Adjusted
    Actual Yield (Net)

    -3.07%

  • Infl. Adjusted
    Annualized Yield

    -0.61%

21 Active Years
25 Retirement Years

₹78,788,847
₹177,275
₹278,596
₹-101,321
37 Yrs 6 Months
₹35,443,827

  • Goal Amount (Rs.)

  • Term (in Years)

  • Expected Average Yield (%)

  • ₹129

  • ₹6,209

  • ₹7,748

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Industry Recognition

2021

Financial Freedom Fraternity

2017

ICICI Prudential Life Insurance Co.
Star Club Achiever Award

2017

IDFC Mutual Fund Best Performer Award

2017

ICICI Prudential Life Insurance Co July Contest Award

2017

IDFC Mutual Fund Appreciation Award For Contribution

2017

Franklin Templeton Investments
Invitee at the "Perspectives, A Conversation with the Thought Leaders"

2017

AAFM India Certificate for completing workshop on Estate Planning organized by American Academy Financial Management India

June 2017

ICICI Prudential Life Insurance Co Lakhpati Club Award

Jan 2017

Religare Health Insurance Champion Trophy

2016-2017

ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club

2016-2017

Reliance Mutual Fund Award for Signatures Achievers Club

2015-2016

Reliance Mutual Fund Best Signature Achievers Club

2015-2016

ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club

Dec 2016

Religare Health Insurance Champion Trophy received

2016

ICICI Prudential Life Insurance Co Best Business Qualifier in last quarter of 2016

2016

ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award

2016

ICICI Prudential Life Insurance Co MDRT(Million Dollar Round Table) Award

2015

ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award

2015

ICICI Prudential Mutual Fund Appreciation Award For Contribution

2014

UTI Mutual Fund
Best Performer Award

2014

UTI Mutual Fund Received appreciation award as key partner for association with UTI Mutual Fund

2012

ICICI Prudential Mutual Fund Appreciation Award For Contribution

2012

Nanyang Technological University
Appreciation Award For completing the course at Nanyang Technological University, Singapore

2010

Reliance Mutual Fund Key Partners Meet Of South India Award At Coorg, Karnataka

2008

Reliance Mutual Fund Awarded when the AUM of the company hit 1000000 crore mark

2008

Sundaram Mutual Fund
Certificate Of Appreciation as key Channel Partner

2007-2008

ICICI Bank - Business Banking Certificate Of Appreciation as key Channel Partner

2007-2008

Franklin Templeton Investments Received appreciation award for contribution  

2007

Sundaram Mutual Fund Certificate Of Appreciation as key Channel Partner

Testimonials

Raghavendra Chowdhari

Nagendra Kumar

Sandeep Kothari

Our Partners