Benefits of Financial Planning
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Financial Goals
We help you reach your financial goals within limited time
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Peace & Security
Financial planning always gives you peace of mind and financial security to make wise decisions
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Tax Saving
We will suggest you tax savings strategies for better tomorrow
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Enjoyable Retirement
We will advise you the best planning for your retirement, which can give you the same lifestyle even tomorrow
How it Works
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Register Online
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Our Expert will Advice
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Suggests an Investment Plan
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Track Performance
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Safe & Secure
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Build Your Asset Portfolio
Finoptic Calculator
₹12,748.23
₹600000
₹164893.60960566
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Total
Return:₹14,176
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Annualized
Yield:8.35%
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Tax
Rate:30.00%
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Return After
Taxes:₹ 12,923
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Annualized Yield
After Taxes:₹5.85%
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Inflation
Rate5.00%
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Inflation
Adjusted Return₹ 9,693
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Infl. Adjusted
Actual Yield (Net)-3.07%
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Infl. Adjusted
Annualized Yield-0.61%
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₹129
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₹6,209
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₹7,748
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Industry Recognition
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2021
Financial Freedom Fraternity
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2017
ICICI Prudential Life Insurance Co.
Star Club Achiever Award
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2017
IDFC Mutual Fund Best Performer Award
2017
ICICI Prudential Life Insurance Co July Contest Award
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2017
IDFC Mutual Fund Appreciation Award For Contribution
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2017
Franklin Templeton Investments
Invitee at the "Perspectives, A Conversation with the Thought Leaders"
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2017
AAFM India Certificate for completing workshop on Estate Planning organized by American Academy Financial Management India
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June 2017
ICICI Prudential Life Insurance Co Lakhpati Club Award
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Jan 2017
Religare Health Insurance Champion Trophy
2016-2017
ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club
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2016-2017
Reliance Mutual Fund Award for Signatures Achievers Club
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2015-2016
Reliance Mutual Fund Best Signature Achievers Club
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2015-2016
ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club
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Dec 2016
Religare Health Insurance Champion Trophy received
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2016
ICICI Prudential Life Insurance Co Best Business Qualifier in last quarter of 2016
2016
ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award
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2016
ICICI Prudential Life Insurance Co MDRT(Million Dollar Round Table) Award
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2015
ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award
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2015
ICICI Prudential Mutual Fund Appreciation Award For Contribution
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2014
UTI Mutual Fund
Best Performer Award
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2014
UTI Mutual Fund Received appreciation award as key partner for association with UTI Mutual Fund
2012
ICICI Prudential Mutual Fund Appreciation Award For Contribution
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2012
Nanyang Technological University
Appreciation Award For completing the course at Nanyang Technological University, Singapore
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2010
Reliance Mutual Fund Key Partners Meet Of South India Award At Coorg, Karnataka
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2008
Reliance Mutual Fund Awarded when the AUM of the company hit 1000000 crore mark
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2008
Sundaram Mutual Fund
Certificate Of Appreciation as key Channel Partner
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2007-2008
ICICI Bank - Business Banking Certificate Of Appreciation as key Channel Partner
2007-2008
Franklin Templeton Investments Received appreciation award for contribution
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2007
Sundaram Mutual Fund Certificate Of Appreciation as key Channel Partner
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Our Partners
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