Plan RICH - Financial Plan with Freedom

A Financial Plan Service for DIY Investors

Human Adviser

You will talk to a Human who Listen and Feel.  Its a Personalized Service, not a Software Program

Time Efficient

You will get an Online Service Delivery , so you don't have to move from the comfort of your Office or Home.

Cost Effective

You will not have to pay a Bomb for your Financial Plan. Online Services are always cost effective.

Fiduciary

You will get an Unbiased advise & Transparent discussion with a CFP Professional.

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Financial plans are Customized and Personalized. The Online service delivery is just to improve upon the efficiency in the process, so you can have ample time to use it wisely on other important tasks.

Manikaran Singal, Chief Financial planner

Client's Experiences

financial planning services
Comprehensive Financial Planning

"The entire exercise of financial planning with Mr. Manikaran was helpful to me in defining my short term & long term needs.  He has helped me restructure my portfolio in more systematic and balanced way basis being my needs. His inputs on the status of Investment were well presented and they facilitated decision making. I would highly recommend him to anybody looking for the right financial advice.

 Yuvaraj Mahajan, Mumbai

Personal Financial Planning Gurgaon
Financial Planning Services

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Manikaran ; wealth manager for my high-end portfolio has been always looking for the best way for me to maximize my investment. He is knowledgeable about the market and savvy to consumer impressions and misconceptions. His approach is to educate clients in a way that is easily understood.

He examines what is presented to him and then lays out a plan with various options that are up to you to decide which you would prefer. He goes over all options and what would result in each option.

 Vivek Shrivastava, Singapore

What your Financial Plan will have

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  • Cash Flow & Net Worth Analysis
  • Your Financial Health Check (Ratio Analysis)
  • Risk Profiling & Asset Allocation Advise
  • Review and Analysis of Existing Insurance Policies
  • Review & Analysis of Existing Investment Products
  • Goal based Investment Planning 
  • Protection Planning - Life, Health, Personal Accident Insurance  
  • Loans / Debt Management 
  • Retirement Planning
  • Basic Estate Planning
  • Basic Tax Planning
  • Detailed Investment Advise and hand holding in Product Selection
  •  Three Months Hand Holding Post the Financial Plan submission for guidance 
  • Service Delivery - Online/Remote (Emails, Phone, WhatsApp, Skype, Zoho etc.)
  •  Implementation Support, Regular Reviews, Ongoing Monitoring and Advisory (OPTIONAL)
  •  Fee Structure - Depends on the Complexity of the Data, and the Requirements of the Client. Will discuss over call.

Lets Discuss in Detail

Fill up the form below and schedule a FREE Half n Hour detailed discussion to get to know , how we would be able to help you achieve your Life Goals.  If you do not see the form, please click here to schedule your appointment.