Services
Retirement Planning
Retirement Planning is essential to preserve your financial independence beyond your working years. It begins with building an inflation-adjusted corpus for you during your earning phase and continues with a well-structured strategy to generate steady, reliable income post-retirement, ensuring your lifestyle remains secure and stress-free.
Comprehensive Financial Planning
Comprehensive Financial Planning is a holistic, all-encompassing approach that integrates every aspect of your financial life with your unique personal and professional aspirations. Whether you are navigating life transitions, pursuing long-term goals, or striving for financial independence, our structured planning process helps you bring clarity, purpose, and direction to your journey.
Child Education Planning
Planning for House Purchase
The best time to start planning for your child’s education is the day they are born. To stay ahead of rising education costs, we recommend starting early and investing wisely. It is important to build a dedicated education corpus so your child’s academic future is secure and stress-free.
Planning for House Purchase
Planning for House Purchase
Purchasing a home is a major life goal. A well-structured financial plan ensures your dream home enhances your life without compromising your other goals and straining your cashflow.
Risk Management & Insurance Planning
Risk Management is the cornerstone of sound financial planning. We assist in identifying and advising on potential threats like health emergencies, income loss, or unforeseen expenses to ensure your family’s well-being and keep your investment journey resilient.
Tax Planning & Advisory
Tax Planning is a key pillar of smart financial management. We advise on tax strategies, boost savings while staying fully compliant so your money works harder for your financial goals.
Investment Planning
Investment Planning
Investment Planning
Investment Planning turns your financial goals into actionable strategies. We help you assess your current financial position and craft a personalised investment strategy that aligns with your financial goals.
Debt Management
Investment Planning
Investment Planning
Debt Management is about taking control before debt takes control of you. We help you understand your current debt situation and recommend viable strategies to reduce stress, lower interest burdens, and keep your financial goals on track.
About Me
Fee Only SEBI Registered Investment Advisor since 2017
Driven by a mission to foster financial empowerment, I founded my financial planning and advisory practice to support professionals and families in navigating life’s financial complexities. Through a structured and goal-driven approach, I guide clients by designing their personalized financial plan that align with their unique aspirations. With geographic boundaries no longer a constraint, I now cater to clients across the globe.
FinEdge360 since 2014
FinEdge360 was founded in 2014 with a firm belief that financial literacy is essential to achieving true independence and that it must begin at the grassroot level. With this vision, I have led numerous educational initiatives, including sessions in colleges, corporate workshops, and community webinars, designed to empower individuals across all age groups. By engaging with diverse audiences, ranging from young adults to women and children, I aim to foster a deeper understanding of personal finance and equip people with the tools to enable them to make informed decisions for a secure future.
Credentials
- Certified Financial Planner (CFP®)
- Qualified Personal Finance Professional (QPFP®)
- Chartered Trust and Estate Planner (CTEP®)
Testimonials
Contact Us
Contact us @
+91 93425 36347
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