Mission: “ Plan today, the better off “
We are committed to provide better plan today and create a better off tomorrow. Our Ultimate goal is to help the investors to make better informed decisions in Financial Markets and make their Financial Goals as realistic. We concentrate on Goal Based Financial Planning and help them to choosing the Right Products in Personal Finance.
We had more than 8 Years of experience in the sector based on Personal Finance. We had taken about 1500 samples in the middle class income and working with that acknowledgement.
SARAVANAKUMAR NAGARAJ (Bachelors in Computers, Masters in Management)
In his earlier career, he was working in the IT Industry for Different Segment (DHL Logistics, Accel Frontline – now Inspirisys, Apex Technology) and then moved to the Central Govt. Job - Ministry of Railways, Working as a Station Master , Traffic Inspector – FOIS. He resigned his full time job in late 2018 and became an Entrepreneur.
He has over 15 years of experience in Budget Planning for the Middle Income Family and it leads to Passion in the Personal Finance. He had taken nearly 1500 Samples about the Budget Planning so far, he is making a change for the better in the middle class income.
He is a Value Investor and had a Long term Relationship with the Indian Equity Market, currently works with Budget Planning, Financial Goal Planning, Retirement Plan. He simply doesn’t like to sell the stocks and Mutual funds to his clients. He is interested in teaching his clients about the need of Money Education and the importance of Investing. On that he recommends the Financial instruments based on the Welfare of the Customers.
He believes that to create wealth by only the route of Proper Financial Education and a Caring Financial Coach. He will also help you to reach the Financial goals you had and assist you to choose the right Financial products in the Market.
(Not Registered as a (SEBI) Investment Adviser or Research Analyst - But had Registered with AMFI-SEBI Mutual Fund Distribution and with Share Broking Services)
Prabha Saravana Kumar (Co-Founder)
She is the Co-Founder of this Company and qualified by Mathematics in Graduate and Teaching Profession.
Although interested in Caring her two kids, she is also keen on Exploring the budget of middle class families. She oversees Accounting and Administration in this company. She also provides advice on financial responsibiliities for Women who are at home. She inspires on becoming Women Entrepreneurship.
At present, She is dealing with Small Savings Scheme and Insurance Products.
“ Everything is not for everyone “ – Mis-Sold
E-book on Personal Finance for Middle Class mindsets. (Regional Version – Tamil)
Stock Market – Fundamental Analysis (Regional Version – Tamil)
Stock Market & Mutual Funds – Basics (Currently working for English Version)
“ We help you to choose the Right Financial Products “
Budget Planning & Goal Creation
Life Insurance – Term Plan & Health Insurance
Children Education Savings
Retirement Planning & Wealth Creation
Early Retirement Plan – Job Escape & Start Business
Will / Nomination Writing