HOME - FINANCIAL PLANNING

Time 2021-10-16 11:06:00

Web Name: HOME - FINANCIAL PLANNING

WebSite: http://www.gettingyourich.com

ID:204896

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Fee-Only Financial Planning

We are a fee-only financial planning firm based in Mumbai and work with Indian families in India and abroad.

Using Financial Planning framework, we design portfolios that have a high historical probability of achieving the goals of the plan, not portfolios that are intended to beat everybody elses portfolios.

We are different with our unique GPRS (Goal Focused + Proactive + Responsive + Simple) formula to deeply engage help you achieve your life goals.

You will be amazed to see the mistakes most DIY investors make.

DIY Investing MistakesMERAWALA PLAN

As they say, a goal without a plan is just a wish. Because the difference between information and transformation is action!

Approach

We help our clients so that they do not run out of money in retirement. We attempt to make this complex subject easy fun for you. We respect your time we are experienced in quickly translating your needs into actions. 

How It Works

We offer a complimentary call to understand your needs mutually explore the engagement. Once we mutually agree to engage, we have a simple 5 step methodology to work with you.

On-boarding Discovery Planning Execution Review

Our ServicesFee-Only Financial Planning

Our one thing is Financial Planning for Executive Families

GOALSThe first thing is to ascertain as to what you really want to achieve? Education for Children? Retirement Security? Financial Freedom? Tactical Goals?PLANThe long term plan to meet your life-long goals. Because the right way is to consistently ACT as per our plan and not to REACT (to markets).PORTFOLIOThe long term portfolio to fund your plan. Because the portfolio is a means to achieve an end (i.e. your life-long goals), and not an end itself.FREQUENTLY ASKED QUESTIONSWhere are you based?

We are based in Mumbai and have been servicing clients all over the world.

I would like to understand before I sign up

Sure. We are happy to offer a complimentary 30-minute call to understand your needs to explain our services. Please select any convenient time at this link a calendar invite will be sent to you with details.

BOOK HERE

Are you regulated?

Yes, Our firm, Shah Rohit Financial Services Private Limited has obtained SEBI Registered Investment Adviser Certification no. INA000015996 for Non-Individual category.

Whats your revenue model?

We are a Fee-Only Financial planning firm. We charge fees for our services. We recommend commission-free investment products.

Can we write a guest or sponsored article?

Sorry, this is not entertained as a policy. 

ContactGet In Touch

Like investing, personal finance is easy but not simple. If you like to explore an engagement with us, let's chat? Once you submit the form, you will be redirected to a page to select a 30 minutes complimentary appointment in our calendar. 

WHAT REALLY MATTERS

Those who judge their portfolio by its performance relative to some narrow benchmark are focusing on an issue that is largely irrelevant to their ultimate financial success.

The only benchmark that you should care about is one that indicates whether or not you’re on track to accomplish your financial goals.

Risk is measured as the probability that you won’t meet your financial goal. Investing should have the exclusive objective of minimizing this risk.

From the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and Bad written by Adam Butler, Michael Philbrick Rodrigo Gordillo

FollowFollowFollowContactGet In Touch

+91 84240 29758
[emailprotected]

Shah Rohit Financial Services Private Limited is a SEBI Registered Investment Advisor (INA000015996)

STATUS @ 30-SEP-2021NO. OF COMPLAINTSAt the beginning of the month0Received during the month0Resolved during the month0Pending at the end of the month0Reason for pendencyN.A.

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