+918800914042 sampattiplanning@gmail.com

Advisor
Anytime Anywhere {AAA}

We are individual financial advisor in association with one of India's
largest financial services company IIFL to provide our clients goal based investing.

See More Call Us

We offer
Your Wealth Management

We assess client's risk profile and their assets and liabilities by incorporating
their income and expenses and then suggest best suitable financial products for investment.

See More Call Us

YOUR OWN INVESTMENT ADVISOR

A step towards goal based investing.

Why Choose Us

Our Products

Web Development
Fixed Income Investment
FDs, PSU Bonds, RBI Bonds, NCD etc.
Web Development
Health Insurance
Donec volutpat tincidunt neque, vitae lobortis libero mattis sed tempus.
Web Development
Life Insurance
Traditional Plans, Guaranteed Plans, ULIP etc
Web Development
Term Plan
Donec volutpat tincidunt neque, vitae lobortis libero mattis sed tempus.
Web Development
Mutual Funds
Equity and Demat services, Equity, Debt, ELSS etc.
Web Development
Capital Gain Bonds
Donec volutpat tincidunt neque, vitae lobortis libero mattis sed tempus.
About Us

Individual Financial Advisors

We are individual Financial advisors in association with IIFL as their Partner and Market Associate. We are into profession of Financial planning and Investment advisory by understanding all your present and future financial needs align with your future goals incorporating your Personal wealth, your assets, your liabilities, living expense and standard of living. We are young management graduate in the field of financial and wealth management who are passionate about managing personal finances and our deep interest lies in knowing all financial products and having up to date information of the market and economic conditions.

IIFL Associated
Partner and Market Associate
Qualifications
MBA management graduates
Free consultancy, contact now
Featured 1 Featured 2
How it works

Wealth Management

Risk Profiling

A process to help determine the optimal levels of investment risk for clients.

Post 1
Post 1

Reviewing Assets & Liabilities

Points out use of book values versus market values, which can under or over inflate.

Primary & Secondary Goals

Considering goals like Child Planning, Education, Marriage, Home purchase.

Post 1
Post 1

Need and Want Analysis

Brainstorm about product features and services you would like to see.

Considering Standard of Living

Consider level of comfort, material goods, and necessities available to you.

Post 1
Post 1

Detailed Financial Plan

Provide current money situation & strategies to achieve long-term goals.

Investment Products

Planning stocks, bonds, options, derivatives and other financial instruments.

Post 1
Post 1

Allocate asset & construct portfolio

Aims to balance risk and reward by apportioning a portfolio's assets.

Retirement Planning

Allocation of savings or revenue for retirement to achieve independence.

Post 1
Post 1

Tax and Estate Planning

Bequest of assets to heirs and the settlement of estate taxes.

Our Mission & Values

Our mission moves in tandem with our values, the value of keeping investor interest at the top and suggesting those products which are suitable for their profile and Future goals.

The value of being loyal and ethical towards the investment management of clients by keeping all their finances confidential and a customised approach for every individual client.

Our Mission is to guide our clients on daily basis about their financial planning so that their saving should be invested in best possible way which would generate good profits based on their risk appetite and retirement planning.

Special Expertise
  • Tax Planning
  • Capital Gain Planning
  • Fixed Income Investments
  • Mutual Funds & SIPs
Testimonial 1
About IIFL

IIFL is a 25-year-old and one of the largest financial advisory and financial services company in India headquarter in Mumbai that have a vast range of financial products of all major brands in its basket that can easily fulfil the investment needs of all types of investors.

Testimonial 1
Why IIFL

With advent of Data and Analytics, we are following a digitalise approach of Investment Management supported by IIFL digital platform. This Data driven approach and all products under one roof will provide our clients a one stop solution for all their financial needs and tax planning under one roof and a full proof digitalize record to track their investments from time to time.

Client 1
Client 2
Client 3
Client 4
Client 5

MAKE YOUR MONEY WORK

FOR YOU OTHERWISE YOU WILL ALWAYS HAVE TO WORK FOR MONEY.