આવો, કરીએ આર્થિક આયોજન

This is a Financial Planning Services venture started by an ex-IBMer, Rohit Shah, based out of Mumbai, India. 

We help you to strategize your Personal Finance affairs. We will work with you to streamline your investments and advise if they are earning optimum returns and if they are adequately aligned to your goals. We will let you know if you are adequately insured and how to optimize in case you have costly policies. We will calculate your Networth and analyze your asset allocation. We will analyze your status and let you know if you are saving tax appropriately.  

Your personalized plan will include planning for your Children's education, gearing up for your retirement, managing inflation, your saving plan, Personal Finance Practices, Money Saving Tips, Implementation Plan. We not just make your plan and be done with it. We will hand hold you. In our packages, Quarterly Reviews are included to keep a tab on your progress and to review if any mid-course corrections are required. If you like to see a sample plan, please click here. 

We regularly publish interesting articles in the Personal Finance space. Please click here to see our Personal Finance Blog. 

To see the feedback from our Customers, please click here. 

Rohit is a Certified Financial Planner (CFP CM) and is into Personal Finance world since early 2004. Rohit also has IBM Certified Delivery Project Executive, IBM Certified Senior Project Manager & PMP Certifications to his credit. Prior to starting this venture in 2012, Rohit has worked with IBM, Citigroup & Sterlite for over 14 years in Technology, Project Management & Corporate Banking assignments.

Plan Your Wealth. Get Rich. Start Today. Call Us Now on 91 98203 29758 !