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Specific Goal Based Financial Planning Services

Specific Goal Based Financial Planning Services

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Child Education & Marriage
As a parent, you would not like to compromise your child's bright future regardless of the rising cost of living. Most of the parents start saving for child's education from the birth of child, which is a great. You too need comprehensive financial planning for your child’s education/ developmental needs. Here is the 5 step guide for your child’s future planning.
- set a target
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Priyanka Wealth Advisors

Veer Savarkar Marg, Thane, Maharashtra
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Child Education & Marriage

As a parent, you would not like to compromise your child's bright future regardless of the rising cost of living. Most of the parents start saving for child's education from the birth of child, which is a great. You too need comprehensive financial planning for your child’s education/ developmental needs. Here is the 5 step guide for your child’s future planning.

  • set a target date
  • set a target amount in today’s term
  • find out the amount you need on target date
  • estimate the return which you can get
  • generate over your investments
  • calculate per month contribution

Buying a Dream Home

Owning a house has been a dream in almost all of us. But it’s undoubtedly a big decision in anyone’s life. There are few monetary aspects that matter in taking the big decision. Ask yourself the following questions before going to purchase a house:

  • what is the future value of the dream home i want to buy?
  • will i have enough savings to pay loan emis?
  • what will be the total cost of buying house?
  • am i having adequate investments to make the make down payment?
  • can you afford to take the extra burden or seem better to stay in a rented house? analyze your monthly spending and judge your affordability.

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Specific Goal Based 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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