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
It includes three important areas of
It includes Risk Profiling, Asset allocation
and Monitoring & Review of portfolio.
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
Provides transparent fee only services.
Recommend Direct Mutual Funds and Online Term Life Insurance Plans.
Professionals with proven integrity and honesty.
Updated with the latest developments in financial markets
HOW IT WORKS
The process is a global process as prescribed by Financial Planning Standards Board, India.
Incorporates services to be offered and fees to be charged
Income, Expenses, Assets, Liabilities, Goals, etc.
Made simple & easily understandable for clients
Findings are discussed with the clients and reports shared
Direct Mutual Funds and Online Insurance Products, etc.
Review and Monitoring
Review of Financial Plan and Monitoring of portfolio
“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.
Read OUR BLOG
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 Ltdread more
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.
Sr. Process Trainer, Petro Chemical Production Baseread more
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.