Embedded Files
WELCOME TO FAMILY AND FINANCIAL PLANNING
WELCOME TO FAMILY AND FINANCIAL PLANNING
Welcome to my site, we are glad to have you here. My name is Umesh Chandra, an Insurance Expert from Bima Gurukul having 27 years of experience in Insurance market.
At present I am serving to 480 clients and Investments Under Management of ₹1.62 Cr Risk under management of ₹12 Cr, Settled claim 132 and Claim settled amount approx. ₹1.80 Cr. Helping my Clients to set their Financial Goals & towards achieving them.
My expertise is in Retirement planning, Children's Future Planning, Income Protection, Wealth Creation.
For further details please feel free to contact on my Mob. No.9968235229 or write at my email id. umeshchandra91@gmail.com.
OUR SERVICES
RETIREMENT PLANNING
RETIREMENT PLANNING
Retirement planning is the most important goal in an individual's life, but unfortunately people give it the last priority over other goals and thus face challenge managing their expenses post retirement.
We follow a very simple and effective process which will help you to understand your retirement needs better and plan accordingly.
CHILDREN'S FUTURE PLANNING
CHILDREN'S FUTURE PLANNING
Rising the cost of education is affecting the overall finances of many individuals as per ASSOCHAM survey, 60% parents are spending more than 50% of their monthly income on children's education. Single child expenses have risen 10% per year since 2005 as per the report.
As every plan comes with planning, here we provide bright and secure future of your child.
INCOME PROTECTION
INCOME PROTECTION
"Save money on your income protection". Income Protection is the concept that pays you regular amount even if you are unable to work due to any mishappening like; accident/ disability or death.
Income Protection can be a lifeline, if you choose your cover wisely and ensures that it reflects upon your needs.
WEALTH CREATION
WEALTH CREATION
Wealth Creation means your owned monetary value. We create Intangible Assets without any kind of risk which automatically creates wealth and accumulate it for your Future Protection, this in turn gives you peace of mind.
HOW WE WORK
HOW WE WORK
NEED IDENTIFICATION
Need identification, a process where we assess your present requirements and constraints.
GOAL BASED PLANNING
Goal oriented planning supports you to achieve multiple goals according to your priority in your life.
IMPLEMENTATION
Under implementation we assure to modify the plan as per your needs which aims to turn evidence to put your dreams in real world.
MONITORING AND REVIEW
Monitoring and reviewing helps to monitor and review your progress, which shows how you are tracking and measure the effectiveness of your initiatives.
ONE PLATFORM FOR ALL YOUR NEEDS
ONE PLATFORM FOR ALL YOUR NEEDS
Page updated
Google Sites
Report abuse