Best Financial Planners in Mumbai | Financial Consultants in Mumbai

WHAT IS FINANCIAL PLANNING

Financial Planning is a process that helps you to achieve your financial goals and realise your dreams.

WHY DO YOU NEED A FINANCIAL PLAN

To take charge of your financial life by making a better job of your spending, saving, investing and managing risks in life

WHAT ARE COMMON MISTAKES IN FINANCIAL PLANNING

Waiting for money crisis to start planning
According Low priority for managing personal finance
Not setting measurable goals and Confusing plan with products

WE WILL HELP YOU MANAGE YOUR FINANCIAL GOALS

COMPREHENSIVE FINANCIAL PLANNING

It includes three important areas of personal finance …read more

INVESTMENT PLANNING

It includes Risk Profiling, Asset allocation and Monitoring & Review of portfolio. …read more

SINGLE GOAL PLANNING

It covers any single goal planning …read more

FINANCIAL LIFE PLANNING

Besides helping clients to achieve Financial Security …read more

WHY MAX SECURE FINANCIAL PLANNERS?

SEBI REGISTERED INVESTMENT ADVISER

FEE-ONLY

Provides transparent fee only services.

UNBIASED

Recommend Direct Mutual Funds and Online Term Life Insurance Plans.

PROFESSIONAL

Qualified and highly experienced Professionals

TRUSTWORTHY

Professionals with proven integrity and honesty.

COMPETENT

Updated with the latest developments in financial markets

FIDUCIARY

Clients first approach and their interest kept uppermost in mind that provides the comfort of maximum security to the clients

HOW IT WORKS

The process is a global process as prescribed by Financial Planning Standards Board, India.

Client agreement

Incorporates services to be offered and fees to be charged

Data collection

Income, Expenses, Assets, Liabilities, Goals, etc.

Analysis

Made simple & easily understandable for clients

Recommendations

Findings are discussed with the clients and reports shared

Implementation

Direct Mutual Funds and Online Insurance Products, etc.

Review and Monitoring

Review of Financial Plan and Monitoring of portfolio

About US

“Helping you to improve your Financial Life and nurture a trusting relationship.”

We, at Max Secure Financial Planners, by providing fee-only financial planning advice, are not only independent of product sales but also provide unbiased recommendations by keeping the client’s interest uppermost in mind and creating a roadmap for financial freedom. Our expertise ranges across Comprehensive Financial Planning, Goal based Planning, Investment Advisory & Planning, Financial Goal Planning to Financial Literacy. We have prepared Financial Plans for more than 100 clients, based in Mumbai, Navi Mumbai, Pune, Thane, Bangalore, Delhi, Bhubaneswar, and NRI. Mr. Prakash Praharaj, the Founder and Chief Financial Planner of Max Secure Financial Planner is a Certified Financial Planner and a Certified Personal Financial Adviser from NISM.

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WHAT OUR CLIENTS SAY?

For the first time Mr. Praharaj opened my eyes to practical investing. He meticulously went through my half hazard investments and guided me towards correct asset allocation & investments for a secure retirement.

Mr. Bighna Nayak,

MD & CEO, Fugro Survey India Pvt Ltd

At the age of 50+ I waked up to plan my retirement and found too much confused about my overall goals. Even my Investments were scattered in a wide range of products and I could not manage them well. After I met Mr. Prakash since last 1 year, I understood and learnt a lot about Financial Planning. One of the best Financial Planner in Mumbai and Navi Mumbai!

Mr.Prabhakar D.Patil,

Sr. Process Trainer, Petro Chemical Production Base

Initially I had started investing in mutual funds for accumulating wealth for future but the investments that I did were not goal oriented. As I started reading and gaining some knowledge about the vast financial world I understood that all the investments that you do should always be goal based.