Retirement Planning
It is the basic need of anybody’s life. In India Government employees are covered under the PF Act. Also other Private Concerns if they are covered under the PF Act then their employees get benefitted as their funds are getting…
Read moreChildren’s Higher Education
The education is the best gift the parents can give to their Children. As the saying goes “One should not give money to their children for their expenses rather teach them the skill to earn money and become independent”. The…
Read moreInvestment Planning
There are different assets for investments namely :- 1. Gold 2. Real Estate(Property ) 3. Equities 4. Art 5. Commodities 6. Financial Products All the assets have different risk profiles. It is the role of Certified Financial Planners to recommend…
Read moreTax Planning
Tax planning means proper use of provisions , Deductions , exemptions available in the Income Tax Act so as to Minimise the Income Tax chargeability. It is totally different from Tax avoidance. For more details Contact
Read moreEstate Planning
Estate Planning is a process of arranging and planning a person’s succession and financial affairs. An Estate Plan which incorporates a person’s wishes about his estate, could be regarding Estate Management, Estate Preservation and Estate Legacy during and post life.…
Read moreMutual Funds
A mutual fund is a type of professionally managed investment fund that pools money from many investors to purchase securities. While there is no legal definition of the term “mutual fund”, it is most commonly applied only to those collective…
Read moreTestimonials
"Earlier I use to trade in Equities and also Invest in Equity Mutual funds for the short term gains. But after meeting Mr. Neeraj Wagh I got to under stand the benefits of Long term Investments in Equity Mutual funds and Wealth Creation which reflects in my portfolio. He also made me aware of Debt funds. Some of my money is parked there for my short term needs."