Turn Your Hard-Earned Money into Sustainable Wealth Secure Your Future with Ideal Finance Plans
Welcome to My Firm
About Neeta
About My Endeavour
My Goal is to FULFILL Your Dreams
With Perfectly Personalised Financial Advice
Because Dreams Cost Money, And You Must Make It When There’s Still Time And Chance.
Our plans are easy, and jargon free.
You need no education on finance to understand what I advise & plan.
Yes, it’s that simple.
You get here an ALL-IN-ONE solution for your finances.
Dream whatever you may,
We are here to take care of how you make that come true, money-wise.
Your Needs are Unique. So should be your money-making plans.
Hence, I provide Tailor-made Solutions for Each Exclusive Client
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Every journey starts with a first step.
My financial advice can be that stepping stone for you. I offer you professional, reliable and value-driven financial assistance to take you a step forward towards real money-making. With my advice alongside, you can finally see the brighter time ahead.
Free Consultation
Understanding Your Goals
Choose The Right Plan
Explaining The Benefits
What We Do
What I Help You With
I work dedicatedly to help you plan your investment and make your money really useful for you. Your objectives, passions, and needs are always my priorities.
Coaching
Guide you through various ways and paths of investment to help you understand what benefits you the best
Counseling
Find the best investment plan for you as per your specific objectives and customize the most suitable wealth-management plan
Discover
Help you choose the investment plan or insurance policy that matches your long term goals and makes the money you need
Introducing our mission
Our mission is to create the life you’ve always wanted.
I help people prioritize their future goals and plan finances accordingly, one step at a time. I aim at helping people decide upon their financial goals as per their dreams and objectives in life. I want to assist every individual in becoming capable of taking control of their future.
Service by Categories
What I Help You With
Financial Planning for Child Education
It is better to start investing for your child’s education a little early so that you get to choose from a wide range of investment avenues and check your investment risks. I guide you in the process of planning and help you choose the right policy or scheme. Know more
Investment Plan for Child’s Marriage
Looking at the present market scenario, you can more or less guess what your child’s marriage cost would be in 10-15 years to come. Hence, investing wisely to secure the corpus for the wedding is what you need to do. I make sure you choose the right investment plan that matches your risk profile and is sure to give you the right outcome. Know more
Investing in Life Insurance Policy
Keeping your family’s future secure in terms of financial support is the most important thing to do. When you’ll not be around, the family must sustain with the lump sum amount they’ll get as insurance recovery. While the emotional loss is never revived, the financial situation can be upturned with right decision about investing in a Life Insurance Plan. Know more
Health Insurance Investment
With rapid lifestyle changes, health issues have also escalated, and they are turning complex in nature every day. So, investing your money into a health insurance is a wise decision to make. You medical expenses do not come with a prior notice; hence, you should remain backed up for the worst case scenario. Not sure which health insurance to buy? I am here to help. Know more
Buying the right Accident Insurance
Meeting with an accident creates tremendous impact upon the person affected and the associated family as well as acquaintances. But, what gets most affected is the income of the person. A good Accident & Disability cover can compensate for the income, mainly round that time when the person is unable to work at all. To choose the right accident insurance policy, get in touch with me. Know more
Financial Advice for Wealth Management
When it comes to wealth management, it’s not about just one thing. It is about, accounting, tax services, retirement plan, estate planning, investment planning, etc. The idea is to use your money and wealth wisely. It is about sorting out where to invest, when and how much. As a wealth management advisor, I help you channelize your hard-earned money into the right direction so that you yourself can enjoy the benefits of it, not only your family. Know more
Choosing the perfect Retirement Solution
After taking the permanent break from work, what makes you most worried is how you will keep going the coming years. Having a pension or PF is not enough. What about your dreams? What about those plans you made for your old age? For that to take shape in reality, you must invest your money in Retirement Solutions. If you are not sure which plan suits you the best, contact me. Know more
Guidance on Company Key-man Insurance
If you are running a company and you think one of your employees is a real asset to your firm, go for Key-man insurance. When claimed, you as a company get benefitted with the sum assured that helps you recover the loss of that valuable worker. Are you coming across this idea for the first time? No worries. I am here to guide you through the path. Know more
Advice on Employer-Employee Insurance
As an employer, you can buy insurance for your selected employees to let them have the benefit of sum assured at the end of the tenure while you pay the premium throughout. Now the obvious question comes, why? why would you pay for your employees insurance? For the answers, I am here to enlighten you. Know more
To help you set goals on the road to self-discovery.
Lead the life you dream of with right financial planning and investment decisions
Testimonial
What they say about us.
I believe my Honesty, Authenticity and Integrity make myself Distinguished & Reliable.
Check out what my clients say about my service.
Featured
Popular Questions
How can we help you?
Feel free to get in touch?
Here is a set of questions that we are asked mostly by our clients. If you have further doubts, connect with me directly or visit my office.
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After you retire, many contingencies arise without notice and they affect not only your well-being but also your spouse’s life and freedom. Hence, getting coverage for both you and your spouse is really important, especially in a single earning member scenario.
Cost of living has increased in past few years, and it will continue to rise more and more in the coming years. And in this situation, inflation depletes your income as well as funds very badly. Hence, keeping your regular income flow protected against the market fluctuations is very important.
Other than these, retirement solutions offered by various financial institutes offer many other additional benefits that allow you a better and sager life in your old age. If you are confused regarding which retirement plan to choose and what advantages that may offer, contact me for the best possible guidance on the matter.
Getting Started
We help make your dreams a reality.
My financial guidance is about helping you live your dreams.
At the centre of my plans always remain you and only you.
