Packages

  • $30.00Basic
    Any signal planning ( investment or retirement or taxation)
    Dual planning + timely review
    Comprehensive planning ( includes investment , retirement, estate and taxation) + timely review
    Risk analysis + Help in selecting products
    1 year free consultation
    Free Revisions
    2
    Delivery Time
    Express Delivery
    $30.00
    Buy Now
  • $50.00Premium
    Any signal planning ( investment or retirement or taxation)
    Dual planning + timely review
    Comprehensive planning ( includes investment , retirement, estate and taxation) + timely review
    Risk analysis + Help in selecting products
    1 year free consultation
    Free Revisions
    5
    Delivery Time
    Express Delivery
    $50.00
    Buy Now
  • $90.00Professional
    Any signal planning ( investment or retirement or taxation)
    Dual planning + timely review
    Comprehensive planning ( includes investment , retirement, estate and taxation) + timely review
    Risk analysis + Help in selecting products
    1 year free consultation
    Free Revisions
    Unlimited
    Delivery Time
    Delivery Time
    $90.00
    Buy Now

What you get with this service?

I am a Certified Financial Planner. And have an experience of more than 3 years in the financial planning field. I will help you to plan your investments, retirement corpus, estate as well as taxation. We are having many HNIs as well as normal clients which are happy with our services. We will also monitor your plan on a timely basis and take corrective action so that the goals are met easily. 

We will also help you in differentiating your needs and wants and create your short as well as long-term goals. 

We will help you diversify your portfolio , as we all know we should not keep all eggs in 1 basket. Moreover, These plans would be created according to risk taking capability of clients.

We also adhere to strict confidentiality policy and shall never disclose your financial information to anyone. 

I am also a Chartered Accountant. Thus, can help you in any legal matters related to taxation.

What the seller needs to start the work?

Hi,

We will need following details to start the service.

  • Total income of the client
  • income from different sources details
  • risk profiling of client ( we will send the questionnaire and clients need to answer)
  • various goals of the client
  • Other information as may be necessary

After successful payment, buyers are redirected to a page to fill requirements for sellers.

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