Dwipa M. Email and Phone Number

There are two universal problems every individual encounters -Either you live longer and need to make sure your money lasts for the rest of your life Or You die early and leave your loved ones with financial uncertainty. My own family was a victim of the second eventuality and suffered a long period of financial crisis in the absence of a earning member and lack of proper financial planning. Since then, I decided to create awareness about importance of financial planning and set up Isha Financial Services Pvt Ltd with client centric practice for 16 years and counting, and have been successfully helping clients to achieve financial freedom.In today’s post pandemic uncertain times everyone realizes the need of customized financial plan to ensure peace of mind. However, when we hear the word plan, most of us associate it with a weekend or a vacation, or those of us who are workaholics - an office project.Very rarely do we think of money, savings, or financial goals. The reason for this is quite simple: Fun weekends, great vacations or important projects are activities that we can achieve in the near future. On the other hand, a financial goal – such as protecting family’s financial future, child’s education, or your own retirement which is of utmost importance considering inflation and nuclear family culture, are taken as far-off events hence we postpone it to “tomorrow”. The best we do in terms of achieving these goals, is a random fixed deposit, gold purchases on auspicious occasions, a couple of life insurance policies and some mutual fund investments.But are those random savings enough for your distant goals? Have you planned for contingencies? Have you considered the effects of inflation on everyday items like milk, groceries, and health care? Without a plan, days turn into weeks, weeks turn into months, months turn into years, and before you know it, you're looking back saying I should've had a plan.For a family to continue to maintain its lifestyle, it is imperative that it plans ahead of time. If you would like to Book an Exploratory call to see if this is for you, please call on 63587-26660 or leave a message on Linked In