205, Madhuban Society, Gokul Nagar, Chendhare(CT), Alibaug, Raigad - 402201
Welcome to
Sanvedan Investments
412, 4th Floor, Relieble Business Center, Oshiwara, Jogeshwari (W), Mumbai - 400102
Financial Planning
Feeling stressed about money? We can help! Our financial planning services take the guesswork out of managing your finances. We've worked with many people just like you to create a clear roadmap for their future. We'll help you avoid common pitfalls and feel confident about your finances, both now and in retirement. Breathe easy, knowing you're on the right track to success!
Why we should do financial planning ?
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Simplify your financial life: Feeling overwhelmed by bills and budgets? We can help you get organized and make managing your money feel less stressful.
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Reach your financial goals: Do you dream of a comfortable retirement, a big trip, or a child's education? We can help you create a plan to achieve those goals.
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Save money on taxes: Taxes can be a pain! We can help you understand deductions and credits to minimize what you owe.
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Plan for retirement: Want to retire comfortably and enjoy your golden years? We can help you create a plan to secure your future.
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Build a brighter future for your family: We can help you establish an education fund for your children or grandchildren so they can achieve their dreams.
Our services can help you in a few key ways:
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We don't just give one-size-fits-all advice. We get to know your whole financial picture: what you want to achieve, when you aim to retire, how taxes might affect you, and how you feel about taking chances with your money. This way, our recommendations fit your situation exactly.
We want to get to know you! We believe the best way to help is by understanding your dreams and goals. We offer complete services like tax prep and financial planning. This lets us see your whole financial picture. So, if something unexpected happens, we'll be right by your side to help you through it.
first meet to get to know each other.
We hear about your needs and objectives during our second encounter.
We gather all of your financial records at our third meeting and determine the degree of investment risk you bear.
We examine your case, perform computations, and formulate recommendations over the course of 10–16 hours.
At our fourth meeting, we present you with a one-page action plan that includes our recommendations. The action plan outlines both actions you should do and actions we should take on your behalf. We'll assist you in finishing them all!
Available year-round for your convenience.
A last, follow-up meeting to address any queries you may have one year later.
To discuss more with you, we would adore to meet. click here to book appoinment.The process of Financial Planning look like this -
