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Investment Planning

Listing ID #5424282

  • Business Type Service Provider
Preferred Buyer From : India only

“In investing, what is comfortable is rarely profitable.” Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of....
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  • Member Since 13 Years
  • Nature of Business Service Provider

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“In investing, what is comfortable is rarely profitable.”
Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of financial planning and is therefore where many of us procrastinate. But it doesn’t need to be so difficult: incorporate simple money truths into your financial strategies so you can make decisions with confidence and understand the potential risks and benefits of investing by Investment .
“A banker is a fellow who lends you his umbrella when the sun is shining and wants it back the minute it begins to rain.” Mark Twain
What is it that you are trying to achieve financially in the near future or short term?
Do you want to take a car..?
Do you want to accumulate money for your flat..?
The purpose of our life could be summed up into one right word — Happiness. Finding and unlocking the secret to lasting happiness is a duty we all owe ourselves. One way to bring happiness into our lives is fulfilling our ‘Life Goals’.
We all have different goals – buying a house, giving the best education to the kids, see them building family, retirement and a lot more. Many of us also hope to achieve a level of wealth while providing for other goals. But the ultimate goal for anyone would be achieve the freedom from financial worries. This freedom is possible with smart goal-based investments.
Just as people have different goals, there are investments to help achieve these objectives. Smartly investing your hard-earned money ensures that the right amount of funds are available in the right time.
Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.


Company Details close-icon

AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families. We offer unbiased fee based financial advice across all financial products and goals. The advice is customized to each client’s goals and risk appetite.
AssuredGain is promoted by Mr. Narendar Kumar who has over 10 years experience in various areas encompassing financial markets, products, advice and training. Narendar is Certified Personal Financial Advisor (CPFA) . He is also NSE Certified Market Professional(NCMP). Narendar also regularly writes guest post for Marketcalls.
I am an Independent Financial Adviser with over 10 years’ experience in Financial Services. I am based in Chennai – my office is based in the City, I live in South Chennai & I serve clients from all over Chennai. I am a Certified Personal Financial Advisor which is a widely accepted “gold standard” for financial advisers in the India. I give advice on all aspects of financial planning,insurance planning focusing mainly on investment planning & retirement planning.
My clients include working professionals that want to delegate their investment management, retired or semi-retired individuals who want to enjoy financial freedom with an income-focused portfolio or who want help with pension drawdown.
Top desires of my clients include wanting to feel more confident, in control of their investments & retirement plans. Also, to delegate the management of their finances to a professional, so they can spend more time focusing on their job and family.
Since I specialize in ethical investing, some client’s primary motivation is to build an investment portfolio in line with their core values. I enjoy listening wholeheartedly to what is important to my clients so I can help design a solution to meet their deeper (financial) needs – be it financial independence, integrity, safety & security or any other.
A successful financial plan helps you live your values. Besides investment advice, I care deeply about liberating people to have clarity & freedom in their relationship with money (and life).
Why are we different?
We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets.
Our approach is based on identifying the key financial issues that concern you most. With several years experience of financial services and tax planning we can provide the most appropriate financial solution to need your specific requirements.
Being your trusted wealth advisor, Assuredgain assist you in understanding and choosing need-based financial products and effectively manage your money to accomplish targeted wealth and financial independence.
It is important to have a goal based financial plan in one’s life and the goal can be a wedding, higher education of children, buying a property, retirement planning etc. Apart from the above one should also plan for protecting one’s family from unforeseen risks resulting in economic or monetary loss or distress etc.
What you get:
A candid assessment of your financial situation
Goal setting guidance
A customized cash-flow money map based on your goals, priorities, and resources
Banking, cash management, and emergency fund recommendations
Debt, savings, and/or spending recommendations
Insurance and risk management advice
Specific investing instructions that you can easily follow using low-cost, no-load index funds
Access to financial advice or counseling appointments, as-needed, via Skype or telephone
Email reminders to schedule annual checkups.
What I don’t do:
Solve all of your financial concerns in a single meeting
Predict the future or beat the market
Mass-produce huge, multi-page, multi-section, bound and tabbed financial plans
Manage accounts for you
Provide legal advice
Judge or berate you for any of your financial decisions.
Whether it’s to ask for more information about our service or just to say hi, we love to hear from people so please get in touch! Contact us for any query!!
  • Nature of Business Service Provider / Supplier
Tell us your Buy Requirement to Get Instant Response
Tell us what you need?

Looking for Investment Planning?

Quantity
Contact Details
  • Seller Assuredgain Financial Services
  • Address Palavakkam, Chennai, Tamil Nadu
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Investment Planning at Best Price in Chennai - ID: 5424282 | Assuredgain Financial Services
Products / Services
  • Products / Services
  • Companies
  • Buy Leads
Post Buy Requirement

Investment Planning

Listing ID #5424282

  • Business Type Service Provider
Preferred Buyer From : India only

“In investing, what is comfortable is rarely profitable.” Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of....
View More Details
Send Enquiry

Company Information

  • Member Since 13 Years
  • Nature of Business Service Provider

Ask for more detail from the seller

Contact Supplier

Service Details no_img_icon

“In investing, what is comfortable is rarely profitable.”
Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of financial planning and is therefore where many of us procrastinate. But it doesn’t need to be so difficult: incorporate simple money truths into your financial strategies so you can make decisions with confidence and understand the potential risks and benefits of investing by Investment .
“A banker is a fellow who lends you his umbrella when the sun is shining and wants it back the minute it begins to rain.” Mark Twain
What is it that you are trying to achieve financially in the near future or short term?
Do you want to take a car..?
Do you want to accumulate money for your flat..?
The purpose of our life could be summed up into one right word — Happiness. Finding and unlocking the secret to lasting happiness is a duty we all owe ourselves. One way to bring happiness into our lives is fulfilling our ‘Life Goals’.
We all have different goals – buying a house, giving the best education to the kids, see them building family, retirement and a lot more. Many of us also hope to achieve a level of wealth while providing for other goals. But the ultimate goal for anyone would be achieve the freedom from financial worries. This freedom is possible with smart goal-based investments.
Just as people have different goals, there are investments to help achieve these objectives. Smartly investing your hard-earned money ensures that the right amount of funds are available in the right time.
Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.


Company Details close-icon

AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families. We offer unbiased fee based financial advice across all financial products and goals. The advice is customized to each client’s goals and risk appetite.
AssuredGain is promoted by Mr. Narendar Kumar who has over 10 years experience in various areas encompassing financial markets, products, advice and training. Narendar is Certified Personal Financial Advisor (CPFA) . He is also NSE Certified Market Professional(NCMP). Narendar also regularly writes guest post for Marketcalls.
I am an Independent Financial Adviser with over 10 years’ experience in Financial Services. I am based in Chennai – my office is based in the City, I live in South Chennai & I serve clients from all over Chennai. I am a Certified Personal Financial Advisor which is a widely accepted “gold standard” for financial advisers in the India. I give advice on all aspects of financial planning,insurance planning focusing mainly on investment planning & retirement planning.
My clients include working professionals that want to delegate their investment management, retired or semi-retired individuals who want to enjoy financial freedom with an income-focused portfolio or who want help with pension drawdown.
Top desires of my clients include wanting to feel more confident, in control of their investments & retirement plans. Also, to delegate the management of their finances to a professional, so they can spend more time focusing on their job and family.
Since I specialize in ethical investing, some client’s primary motivation is to build an investment portfolio in line with their core values. I enjoy listening wholeheartedly to what is important to my clients so I can help design a solution to meet their deeper (financial) needs – be it financial independence, integrity, safety & security or any other.
A successful financial plan helps you live your values. Besides investment advice, I care deeply about liberating people to have clarity & freedom in their relationship with money (and life).
Why are we different?
We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets.
Our approach is based on identifying the key financial issues that concern you most. With several years experience of financial services and tax planning we can provide the most appropriate financial solution to need your specific requirements.
Being your trusted wealth advisor, Assuredgain assist you in understanding and choosing need-based financial products and effectively manage your money to accomplish targeted wealth and financial independence.
It is important to have a goal based financial plan in one’s life and the goal can be a wedding, higher education of children, buying a property, retirement planning etc. Apart from the above one should also plan for protecting one’s family from unforeseen risks resulting in economic or monetary loss or distress etc.
What you get:
A candid assessment of your financial situation
Goal setting guidance
A customized cash-flow money map based on your goals, priorities, and resources
Banking, cash management, and emergency fund recommendations
Debt, savings, and/or spending recommendations
Insurance and risk management advice
Specific investing instructions that you can easily follow using low-cost, no-load index funds
Access to financial advice or counseling appointments, as-needed, via Skype or telephone
Email reminders to schedule annual checkups.
What I don’t do:
Solve all of your financial concerns in a single meeting
Predict the future or beat the market
Mass-produce huge, multi-page, multi-section, bound and tabbed financial plans
Manage accounts for you
Provide legal advice
Judge or berate you for any of your financial decisions.
Whether it’s to ask for more information about our service or just to say hi, we love to hear from people so please get in touch! Contact us for any query!!
  • Nature of Business Service Provider / Supplier
Tell us your Buy Requirement to Get Instant Response
Tell us what you need?

Looking for Investment Planning?

Quantity
Contact Details
  • Seller Assuredgain Financial Services
  • Address Palavakkam, Chennai, Tamil Nadu
Waiting for permission
To search by voice, go to your browser settings and allow access to microphone

Allow microphone access to search with voice