OUR SERVICES
As our name suggests, we offer you advice and services on creating and managing the wealth in a wise manner. We believe in creating and managing wealth through wisdom. Not only that we believe Wealth and Wisdom should go hand in hand. Wealth without Wisdom is not only useless but may also be dangerous.
We also offer advice on Retirement Planning, Tax Planning, Insurance Planning and above all over all Comprehensive Financial Planning for you and your entire family.
We also provide Debt counseling for the people who want to come out of debts or manage their debts in an optimum manner.
We believe in Buffett’s maxim ‘We don’t get paid for activity, just for being right’. So we focus more on giving the right advice and not ‘activities’. We strongly believe that more activity on your portfolio or finances may be very expensive and at times even harmful in the long run.
We focus on arriving at right asset allocation based on your risk profile, Age, Profession and various other important factors which we would discuss with you in our initial meeting. Once in a year is sufficient to review and rebalance the asset allocation, if required. Considering our tax laws, yearly rebalancing would be more tax efficient too. We can review your Portfolio or Personal Finances at a shorter notice also, depending on the situation, if required.
Our Head, Mr.D.Muthukrishnan is also a Visiting Faculty for International College of Financial Planning (ICFP) & RNIS College of Financial Planning to teach & coach the students pursuing the CFPCM program. He has also been selected as a Trainer by ‘EDGE- The Learning Academy’ of Reliance Mutual Fund to train their Financial Advisors on various aspects of Financial Planning and subsequently coach them for obtaining CFPCM certification.
He also loves to help people to achieve their financial goals. His objective is to help as many people as possible to become financially independent so that their quality of life improves greatly. To meet this objective he has been conducting training programs and making presentations in various forums in this regard.
K.Gopalan said
Hi MK,
It is a pleasant surprise that you are an admixture of scholastic disposition, rare amongst finance folks except for a few in a locus like IIM-A,and clarity of thinking with compelling logic of dispassionate analysis.A finance person has to be non-emotional and honest in his advice to his clients.Then his advice will be right for his clients.You do that eminently.
Among your inspirators,I would go along with WB,Templeton etc.
I like the crisp format of your website.I enjoyed going thro.Not a word more than needed.An exercise in economy of words indeed ! K.Gopalan,Chief Programme Director, RNIS.Chennai.