IndiaMART > Corporate Finance & Leasing Advisors > Financial Planning
Financial Planning Services

Financial Planning Services

Get Latest Price
Financial planning is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial
Contact SellerAsk for best deal
Get Latest PriceRequest a quote

Priyanka Wealth Advisors

Veer Savarkar Marg, Thane, Maharashtra
View Mobile Number
Call +91-9167294433
Service Provider
Ask for more details from the seller
Contact Seller

Product Description

Financial planning is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.

Benefits Of Financial Planning:

Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

For eg. Buying a particular investment product might help them pay off their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track.

You Pay For It Because:

  • you want to engage the services of a qualified professional and ensure quality advice.
  • you save money when you avoid making wrong investment decisions.
  • financial plan precedes any advice on products and to that extent, is completely unbiased.
  • you put your trust in the hands of an expert and your mind at ease.

Interested in this service?Get Latest Price from the seller
Contact Seller

Product Image

Financial Planning Services

About the Company

Nature of BusinessService Provider
IndiaMART Member SinceJun 2016

Started as Priyanka Investments (PI), the firm has been providing insurance and investment products to its clients since 1987. Initially, PI predominantly operated as a direct selling agent for LIC and post office. Over the years, the firm has transformed into Priyanka Wealth Advisors (PWA), handling wealth of more than 500 families. However, the firm’s focus has always been clients and their needs.

Today, PWA is a one stop shop for its client’s financial needs. From income tax returns filing to preparing financial plans, the firm offers holistic solution to the client’s every financial need.

The firm has a vision to become a credible financial services company to help clients achieve sustained growth.

Send your enquiry to this supplier
I agree to the terms and privacy policy

Seller Contact Details

Priyanka

Room No.8, 1st Floor, Sugra Manzil, Opposite Lokmanya Society, Veer Savarkar Marg
Veer Savarkar Marg
Thane - 400601, Maharashtra, India

Get Directions
View Mobile No.
Call +91-9167294433
Send SMS
Send Email
Save time! Get Best Deal
Tell us what you
need
Receive seller
details
Seal the deal
Pay with IndiaMART
Save time! Get Best Deal
I agree to the terms and privacy policy
X
Hi
I agree to the terms and privacy policy
Verifying...
1

Have a requirement?
Get Best Price

Hi
I agree to the terms and privacy policy
Verifying...
1

Have a requirement?
Get Best Price