Certified Financial Planner®
Qualified Personal Finance Professional®
AMFI Certified Mutual Fund Distributor

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Welcome To Fin Pals

My romance with Personal Finance commenced eighteen years ago during my stay in the Gulf. I found and still believe that there is a dearth of proper guidance when it comes to managing money.

Need to understand goals and aspirations of each individual are greater than ever before. A proper calculation of money is needed to achieve goals or to realistically get anywhere near them. It is important to have a roadmap of the financial journey ready beforehand to avoid getting surprised when the milestones or goals actually arrive. Hence, raising the financial literacy levels of the masses is the key to a happier world.

Our Services & Products

Risk Profile

In the financial world, risk profile is the process of identification, analysis, and acceptance or mitigation of uncertainty in investment decisions.

Goal Based Calculations

Goal Based Calculations is the first step in successful goal achievement. It marks your first point toward success. It’s when you switch from.

Estate Planning

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death.

Mutual Funds

Mutual funds are a type of certified managed combined investment scheme that gathers money from many investors to buy securities.

Life Insurance

Life Insurance India secures your life from financial losses, which occurred due to the unexpected or premature death of the insurer.

Health Insurance

A health insurance plan that covers critical illness means you can insure yourself against the risk of serious illness in much the same way as ..

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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Certified Financial Planner®

Qualified Personal Finance Professional®

AMFI Certified Mutual Fund Distributor

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