Plan For Your Family


Plan for your family

Be a team player and facilitate your team to succeed! We are here to design privileges that care for your family. With a variety of choices in wealth management, we help you save time to work on a long-term personalized plan for your family’s wealth by addressing your major concerns on how to:

  • Tacking your financial goals
  • Minimise taxes and Maximize your income (in a tax-efficient manner)
  • Evaluate retirement needs
  • Protect estate value

Parents fund

We call this as a Duckworth Lewis plan!

Because this plan helps, you give back the missing moments where you could not be part off. Parental care! Vital and important. We never know the love of a parent until we become parents ourselves. It is important to provide good financial support and ensure nothing goes pending before it is too late.

Spouse fund

Spouse is like a non-striker batsman who runs for your score!

Running between the wickets and running in life comes with pure understanding and compromises. For all the efforts your partner puts in for you, it is time for you to build a small corpus fund that helps you provide gratitude and love during special occasions like anniversaries or birthdays.

Kids fund

Plan your innings and your run rate so that your successors or tail enders will have an easy path to victory until they are established!

Your children are the best gift of god you can get! Your success is passed on to your successors. This corpus fund helps you build your successors by providing good education and help them to the right professional choices.

House fund

Only a player knows how good it feels to play on his home pitch!

Be grateful for the home you have, knowing that at this moment, all you have is all you need. This is a long-term corpus fund that helps you and your family to buy your dream home. To reduce on your loan outstanding, you can plan your goals by choosing to pay 20% to 50% of the property value.

Bike fund

Plan and get your own Bike without any loan!

Take a quick double, while you keep the scoreboard ticking and get to the target faster. Build a corpus for yourself and your family to buy that dream bike without taking any support of loan. All you need to do is plan and invest for your own fund.

Car fund

Aren’t you tired of running on the field? How about sitting in a luxury car and covering the distance!

Hit a boundary occasionally, it can help in more than just adding to the score. Because the cars we drive say a lot about us. Build a corpus for yourself and your family to buy that dream car without taking any support of a car loan. All you need to do is to plan and invest for your own fund.