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Single Element Financial Planning Services

Single Element Financial Planning Services

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Investment Planning: Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and
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Priyanka Wealth Advisors

Veer Savarkar Marg, Thane, Maharashtra
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Product Description

Investment Planning:

Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and re-balancing.

Retirement Planning:

It is the biggest component of Financial Planning as Your working period (Accumulation Phase) & Retirement period (Distribution Phase) are almost equal. We will help you in planning your retirement. We will help you in creating a portfolio which will take care of your lifestyle expenses. We will help you in taking care of your future expenses like Children’s Education, Buying House etc.

Child Future Planning:

It is done to secure your child's future by arranging funds for his higher education and marriage. It should be started as soon as your child is born. The expenses for education and marriage are rising everyday and we will help you formulate a defined financial strategy to achieve these goals.

Tax Planning:

Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax. This is done by legitimately taking advantage of all tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals.
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Single Element 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.

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Seller Contact Details

Priyanka

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

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