Puducherry based finanical planner Mr. S.RAJASEGARANE have completed the FChFP graduates (Singapore) FELLOW CHARTERED FINANCIAL PRACTITIONER Exclusive International Graduates course for FINANCIAL PLANNING & WEALTH MANAGEMENT which was recognized Worldwide more the 13 countries namely India , Australia, Hong Kong , Japan, Singapore, Malaysia, Macau , Philippines, Thailand, Taiwan, Srilanka, China , Indonesia etc.,
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| Finanical Planner Mr. S.RAJASEGARANE |
Mr. S.RAJASEGARANE said, ''I Really Proud to say that, In India more than 120 corers populations are there, out of these 40 lacs Insurance & Investment advisors in India, so far there is only less 1600 members are successfully completed FINANCIAL PLANNER, I am the One, among them and we are the authorised person for FINANCIAL PLANNING and I am a THIRD (3 rd) person in Puducherry who completed the course successfully and I also Completed CERTIFIED PERSONAL FINANCIAL ADVISOR –CPFA, as a FIRST (1st) Advisor in Puducherry."
WHY SHOULD I NEED FINANCIAL PLANNING!,
ASK YOURSELF…!
• DO I HAVE PLANNED FOR CHLID'S EDUCATION?
• HOW I WILL MANAGE MY DAUGHTER 'S MARRIAGE?
• ARE MY INVESTMENTS BEATING INFLATION?
• DO I HAVE ENOUGH FOR RETIREMENT LIFE?
• HOW I WILL CONSTRUCT MY DREM HOUSE?
• HOW CAN I PROTECT MY ASSETS?
• HOW CAN I MANAGE MY TAXES?
• HOW CAN I ACHIEVE MY FINANCIAL GOALS?
• FOR HOW MUCH I SHOULD PROTECT MY FAMILY?
AND THERE MANY MORE QUESTIONS ARE RISING IN ONE'S LIFE…..THERE ARE MANY PROBLEMS ONE'S FACING IN HIS LIFE, NAMLY
• WHEATHER, BE IN CONTROLS OF OUR MONEY OR MONEY CONTROLS US
• MOST OF AS SAYS THERE NO TIME FOR MY FINANCIAL PLANNING IN OUR
DAY-TO-DAY WORK/PROFESSION/BUSSINESS
• MOSTLY SAYS THERE IS NO CLEAR IDEA FOR LIFE GOALS AND THEIR DREAMS
As a Financial Planner We look at each & every aspect of our Individuals financial situations and We take care like a financial doctor, as a Doctor who take proper care to their own patients, as an architect who design & build their own customer dreams clearly. That's the only way to give pure & truly customized professional planning process Your life goal is our life goal.
We offer three level of service, based on each client's specific need.
1. COMPREHENSIVE FINANCIAL PLANNING
· What are your financial dreams and life goals?
· Where are you today in relation to your goals?
· Where are you now, where do you need to be?
2. GOAL BASED PLANNING(Single Need)
· LIFE & NON-LIFE RISK PLANNING
· MEDICAL EXPENSES PLANNING
· CROREPATHI PLANNING
· INCOME PLANNING
· TAX PLANNING
· INCOME TAX - RETURN FILING
· INVESTMENT PLANNING
· PARKING INVESTMENT
· CHILD FUTURE PLANNING
· WORLD CLASS EDUCATION PLANNING
· CHILDREN’S MARRIAGE PLANNING
· MILLIONAIRE CHILD PLANNING
· WITHOUT LOAN HOUSING PLANNING
· COMFORT RETIREMENT PLANNING
· ESTATE PLANNING (LEGAL)
· GOLD SAVING PLANNING
3. OTHER RELATED SERVICE
· FINANCIAL COUNSELLING
· BUDGET & CASH FLOW PLANNING
· LOAD/DEBT ADVISORY SERVICE
· MINOR/ MAJOR INVESTMENT PLANNING
FOR ALL THE ABOVE FINANCIAL PLANNING SERVICES WILL BE SERVED BASED ON YOUR REQUIREMENT ONLY, WITH RESONBLE FEE BASED STRUCTURE.
As A FChFP Professionals, we are committed to the professional practice standards and code of ethics laid down by APFinSA (Singapore) & International Certification and Standard Board - ICSB. (Singapore with guidance by Life Underwriters Guild of India.
Kindly spare your most valuable time and give one and only chance for us, I hereby assure you that you will really see the difference, that we are the professional from other advisors.
Contact:
S.RAJASEGARANE, Chartered Financial Planner
Trainer for IRDA agent (life and non-life) AMFI - Advisor
FchFP (Singapore)., CPFA., LIII., CMDM.,
Trainer for IRDA agent (life and non-life) AMFI - Advisor
FchFP (Singapore)., CPFA., LIII., CMDM.,
361, II nd floor,kamaraj salai,(opp to avvai thidal), Saram, Puducherry – 605013.
Cell: 009894318881
Ph: 0413 - 224 5688,
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