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We, at Max Secure Financial Planners, by providing fee only advice, are not only independent of product sales, but also provide unbiased recommendations by keeping the clients interest uppermost in mind and creating a road map for  financial freedom.+ Read More

Nature of Business

Service Provider

Total Number of Employees

Upto 10 People

Year of Establishment

2010

Legal Status of Firm

Individual - Proprietor

Annual Turnover

Rs. 50 Lakh - 1 Crore

Childrens Future Planning
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Children’s Future Planning is the one of most important goal of each and every parent. Parents dream of their children of having a good career and wish them to settle well. The educational expenses are rising every year. Therefore there is a need for proper planning for children’s future. It is necessary to start planning early and investing regularly to build the required corpus.

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Insurance Planning
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Insurance Planning

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Insurance is a form of risk management and provides financial support to the family in case of loss of income due to sudden demise/sickness/ incapacitation of the bread earner. The life assured should have adequate insurance cover and get the right products matching the needs. Insurance Planning covers Life Insurance, Health Insurance, Personal Accident Insurance, Household articles Insurance, Travel Insurance and Motor vehicle insurance.

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Retirement Planning
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Retirement Planning

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In India, around 4% of the workforce are covered with defined retirement benefit schemes. The longetivity of both male and female are rising every decade. The breakdown of joint family system, need for better health care at old age and rising cost of living have thrown serious challenges to retirement planning. It has become extremely important to plan for one’s retirement early.

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Financial Road Map And Goals
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Risk Appetite Analysis

Risk Appetite Analysis

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Cash Flow Analysis

Cash Flow Analysis

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Net Worth Analysis

Net Worth Analysis

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Financial Ratio Analysis

Financial Ratio Analysis

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