With 17+ years of vast experience in personal finance industry CFP CM Viresh Patel, and team
-works with busy professionals
-with Fin. empowerment at core
-which is highly personalized,
-all under one roof service, simple, empowering and approach driven.
What do we aim to deliver - We aim that you start focusing and devoting more time on health, family plus personal interest time and professional growth, leaving aside all financial life awareness with us starting with setting right to how to better manage the same.
Since we do not sell or offer any financial products, we remain committed to your empowerment with 361 degrees approach.
What we cover-
_Succession Discussion and different stages of planning (Build, operate, manage and transfer)
_Unplanned expense / Emergency planning and preparations
_Life needs or family needs or goals process based defining and planning
_Risk planning
_Tax Optimization
_Retirement understanding and planning