WAGH FINANCIALS
Facilitating Financial Bliss

Financial Life Planning

The persuit of happiness is what we all are working towards. The ultimate objective in the journey of life is to get satisfied and happy about what we we thought we should achieve for ourselves and our near dear ones and how much we could fulfill. Every such dream or goal has a financial implication.
Money is an important tool to accomplish our aspirations.
A good financial plan should be a blueprint of your financial dreams in life and money management guidelines to achieve the same.
We understand that everybodyís life is different and aspirations and challenges are diverse. Hence , we provide a Tailor Made Financial Plan which revolves around your own life situations. Best part is we involve you in the making of plan.
The Journey
We handhold our client thru the entire life cycle of the financial planning process by help him get answers to following questions
1. Where I am
a. What is my present financial situation
b. What are my challenges or hurdles in reaching where I want to go
2. What is my destination
a. What are my dreams for myself and my near dear ones
b. Are there any goals for me as my Social Obligation
3. 3. How do I reach there
a. With the current financial situation, how I mange my money to reach my
    desired goal
b. Which are my money habits I need to overcome for an improved cash flow
The end result is a self derived Financial Plan under the guidance of our expert financial planner.
Do you need a Financial Plan ? Take following test
1.Iím committed to a better life for myself and my family.
2.Iím willing to invest a certain amount of time, energy and money toward
    achieving financial freedom
3. I am poised for a critical life transition (in career , health or marriage etc).
4. Iím not looking for get-rich-quick fantasies and accept that there are no
    quick fixes.
5. I want a realistic plan and view financial planning as a long-term growth
    process to create the changes I want in my life.
The answer is YES to most of above questions, then contact us for a free first consultation.
Estate Planning Services
We are in the endeavor of building wealth to enjoy not only in our lifetime but also to pass it on to next generations as legacy. In india, Inheritance is governed by Indian Succession Act, 1925. ...
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Mutual Fund Portfolio Analysis
We are in the endeavor of building wealth to enjoy not only in our lifetime but also to pass it on to next generations as legacy. In india, Inheritance is governed by Indian Succession Act, 1925. ...
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Tax Planing
We provide consultation on various aspects of taxation in respect of individuals, HUF. Individuals as employees, self employed, and retired persons who earn returns on their investments,....
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