Financial Planner for your family

 

When it comes to Financial Planning: Ask the Experts

Our family is the most important for us. Family is considered strong, stable, flexible, enduring and foundation for our being. For a happy family, its financial well being is equally important.

Every family’s financial needs, aspirations and ideas are unique and precious. Financial well being for the families can be built. It needs a personalized approach and meticulous planning.        

Many of you follow Do it Yourself approach when it comes to financial management.

How do you know if you could benefit from the services of a financial planner?

You may not have the time, energy and the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Here you need an expert and experienced financial planner. Count on us for this.

We Understand your Needs 

Professional financial planning services we provide:

  • Funding self and dependent’s education

  • Family life and health insurance planning

  • Planning to purchase real estate

  • Preparing for a children’s’ education and marriage

  • Facing a financial crisis such as a serious illness, layoff or natural disaster

  • Making sure your money will last during retirement or rolling over a retirement plan

  • Vacations and leisure
  • Long Term wealth creation with an appropriate financial plan


Your financial welfare is our pleasure. Our expert financial advisors work with you jointly to help you plan your finances and enable you to make well informed financial decisions. As expert financial planners, we understand these priorities and leveraging our services will keep you on track.

We are one of the few trusted Fee-only Financial Planners in India, licensed by SEBI as a ‘Registered Investment Adviser’ (RIA)

One of my interview on leading TV Channel on Financial Planning for Senior Citizen.

Preeti Zende@apanadhan is most sought after author on Personal Finance in India on Quora