Financial Freedom Benefiting Across Generations
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What We Offer
#1
Personal Financial Planning
We offer best-class financial planning for individuals, families, and corporate offices. We follow a proven personal financial planning process, that helps to come out of the debt trap, and feel financial freedom. In which, we dedicate ourselves in understanding the exact need and the situation of clients. Chart out a plan which contains fundamentals of financial planning, budgeting, savings strategies, etc
#2
Financial Management
Once, our clients get a clear picture of financial planning. They need the lights of Financial management. The first part of financial management is Goal based Investment. Followed by Asset allocation, Retirement planning, Portfolio Management, etc.
#3
INVESTMENT PLANNING
We don’t insist our client getting into the trap of investment appreciation. The first thing we guide our clients is to preserve their capital. It is not necessary to invest only in Equity. As we guide them through a goal-based investment strategy, we will ensure what they need in ROI. We provide you with the best investment options to grow your wealth by analyzing the risk appetite.
WHY TO CHOOSE US
PROVEN GROWTH STRATEGIES
We have demonstrated a proven track record of improvement in the Liquid assets of our clients. We always plan to meet the client's Risk and Reward Appetite. Personally, we could analyze the market condition and recommend our clients on investment material
PERFECT FINANCIAL PLANNING
We believe in providing the perfect planning and to identify the debt traps they are in like EMI, Credit Card, spending more than their mean. We follow a separate excel for clients and track 12-month savings and Investments
NUTURING YOUR WEALTH
Wealth Creation is one, which everyone likes and works hard in achieving it. We strategies on nurturing your wealth like watering a seed. The seed will provide a big tree with fruits everywhere in the long term
Testimonials
What My Clients Say?
Everyone can get good idea of savings and future plans here. Perect plan and asset allocation management by the team. Start my investments towards tax savings, currenty paying zero tax, with proper tax exemption.
Venkatesh
Fincareplan is with indigenous knowledge on investment strategies and financial planning. The plan was really an eye opener, as I have started my SIP for retirement
Mohan Kumar
One of the best financial planning team, with a specific and conservative approach. Teach us how to manage even budget to Goal Based Investments. Truly happy to get planning from Fincareplan, as I have purchased Health, Term Insurance and Started my Emergency Funds
Karthi R