Our Services
INVESTMENT PLANNING
It is done to increase your financial resources. Once you have enough money to take care of emergencies, you should start investing your money. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and re balancing
ESTATE PLANNING
Proper estate planning can help save unnecessary taxes and probate costs, providing peace of mind for you and your family. We will discuss your current plan and make recommendations based on your specific needs
RETIREMENT PLANNING
It is done to secure your life after retirement by arranging funds for your post retirements needs and maintaining your living standard. It is the biggest component of Financial Planning as Your working period (Accumulation Phase) & Retirement period (Distribution Phase) are almost equal
CHILD FUTURE GOAL PLANNING
It is done to secure your child’s future by arranging funds for his higher education and marriage. It should be started as soon as your child is born. The expenses for education and marriage are rising everyday and we need a defined strategy to achieve these goals
TAX PLANNING
It is done to reduce tax liabilities. It includes: calculating your gross total income from all the heads of income, computing the total tax payable and then minimizing your tax by adopting certain tax saving schemes and a right mix of investment options. It also takes care of Capital Gain Tax.
RISK MANAGEMENT
Protecting you and your loved ones against potentially devastating, unforeseen events. It is the foundation of any sound financial plan
ABOUT US
Our Core values
At Plan My Fin we are 100% committed to our core values
90
PROJECTS COMPLETED
120
HAPPY CLIENTS
50
WEB AWARDS
240
COFFEE MUSIC
Our Work
Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla id purus neque. Curabitur pulvinar elementum neque in dictum. Sed non lectus nec tortor iaculis tincidunt.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla id purus neque. Curabitur pulvinar elementum neque in dictum. Sed non lectus nec tortor iaculis tincidunt.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla id purus neque. Curabitur pulvinar elementum neque in dictum. Sed non lectus nec tortor iaculis tincidunt.
Meet Our Team
Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
WANT TO KNOW MORE ABOUT OUR COMPANY? CURIOUS WHAT ELSE WE DO?
LATEST NEWS
Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
