Financial Planning

There are different life stages for an investor and at each life stage his risk profile could be different. Risk profiling helps investors to find appropriate asset allocation strategy at different stage of life. Like fingerprints, investment profiles of people are always unique. Age, Life stage, income, savings, dependents and mindsets are factors that define a person's attitude towards investments. Risk taking ability and mental frame of mind plays a key role in determining where the investor ultimately puts his money.The first step in asset allocation is `Risk Profiling'.
Risk Profiling combines two key areas:

  • Estimating financial risk-taking capacity
  • Understanding the (psychological) risk tolerance level of an individual.

Risk profiling can unlock far more value for both investor and financial advisor. It provides an advisor clear understanding of investor's mental frame of mind and his personal and financial circumstances.

Services We Offer

  • 1 Insurance
  • 2 Mutual Funds
  • 3 Financial Planning
  • 4 Portfolio Management
  • 5 15 EC Bonds
  • 6 Income Tax Filing
  • 7 PAN Card services
  • 8 Stocks and Shares
  • 9 Retirement Plans
  • 10 Virtual Real Estate
  • 11 Gated Community Plots
  • 12 Portfolio Management
  • 13 15 EC Bonds
  • 14 Income Tax Filing
  • 15 PAN Card services
  • 16 Stocks and Shares
  • 17 Retirement Plans
  • 18 Virtual Real Estate
  • 19 Gated Community Plots

NEWS Updates

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Permanent Account Number (PAN) is a code that acts as identification for Indian nationals, especially those who pay Income Tax.The PAN is mandatory for a majority of financial transactions.

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KNOW YOUR CLIENT (KYC) and its importance with regards to Mutual fund investmentKYC is an acronym for “Know your Client”, a term commonly used for Client Identification Process.

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Madhusudhan Gad featured in the TOI as one of the top most Insurance Advisors for Max Newyork Life.

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Tools / Calculators


Useful financial calculator tools for loans, car/auto loans, compound interest, savings, mortgages and more...

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