Good Moneying Financial Solutions
Financial planning is in reality a combination of various services related to different areas of personal finance. It involves cash flow management , Debt Management , Investments, Insurances, taxes, Estate plan (Wills etc.). With our solutions you may choose to have a comprehensive view at your finances or you may stress on specific areas which you feel need to be worked on. We have range of of services suitable to different kind of investors
Comprehensive financial Planning Services: This is suitable to those who want to get organised from all personal finance angles. Who’s in Short of time and Expertise, Above all who needs hand holding and want to engage themselves with an financial Planning expert with whom they can discuss their queries, doubts and have a long term relationship. Click below to know more.
Review services: These Services are meant for DIY (Do-It- Yourself) kind of clients, who already have investments and basic plan in place and are looking for expert advice on tweaking and verifying their decisions. They don’t want to involve their complete finances in a process but wants to have a kind of Second opinion and review on a single segment of personal finance be it Mutual funds, Investment Planning, Insurances, Estate Planning etc.
When it comes to something as important as your finances, it is always wise to speak to a professional, who can help you identify your goals and take an objective look at your finances. We at Marvel provide sensible, tailored strategies and professional, straightforward advice so that you can relax and focus on turning your dreams into reality.
We listen. We want to understand your goals, immediate needs, financial situation and level of comfort with risk so that our advice is truly tailored and earns your full confidence.
We explain. It’s your financial future we’re talking about. That’s why we explain, in everyday language, what’s involved in your financial plan and investment strategy, what it costs, and how it will help you achieve your goals.
We’re committed. Clients Interest is our first priority .We’ll guide you on every step of your financial life to help you become more confident and relaxed with your finances.
Being CFPCM professional we are committed to the professional practice standards and code of ethics laid down by Financial Planning Standards Board India. CFPCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics.