We offer following services for needs in Personal Finance

  • Financial Plan Preparation
  • Mutual Fund Investments
    • Regular Plans
    • Direct Plans
    • Switching to Direct Plans from Regular Plans
    • Tax Harvesting (Saving upto Rs 10,000/- year)
  • NPS account opening, asset allocation, fund manager selection, monitoring
  • Investment in Highly rated corporate Fix Deposit
  • Assistance in calculating Insurance needs
  • Retirement planning & Execution to get regular income
  • Demat account support

You can contact me in case of any of your needs in personal finance.

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