Comprehensive Financial Planning
Service Specifications:
– Advise on Existing Life Insurance
– Advise on Existing Health Insurances
– Advise on Existing Asset Insurances
– Advise on Existing Mutual Funds Portfolio
– Emergency Planning
– Recommendation on Life Insurance needs
– Recommendation on Health Insurance needs
– Recommendation on Asset Insurance needs
– Data Collection & Goal Setting
– Retirement Planning
– Planning For Goals (Unlimited Goals for a family)
– Asset Allocation For Goals
– We will help you preparing a will
Target Audience:
We mainly focus on Doctors and senior IT professional.
Pune Office
6th Floor, Olympia Mumbai Bangalore Highway Baner-411045, near Supreme HQ, Maharashtra- 411045
+91-9162984545
connect@omsmoney.com
Sangli (vita) Office
Office No.1, 1st Floor, Nabilal Complex,Shivaji Chowk, Near Ganpati Mandir,
Vita (Sangli), Maharashtra- 415311
+91-9422518694
info@nswealth.in