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Financial Planning

Financial Planning Advisory

Financial planning creates the foundation for investment decisions. This service is designed to align your money with your life goals through a structured plan.

Common planning areas include:

Retirement planning and income planning

Child education planning

Goal-based wealth accumulation planning

Emergency fund and risk buffer planning

Insurance adequacy review (advisory perspective)

Tax-efficient structuring (advisory guidance; clients should consult their tax professional for filing)

A clear plan helps ensure your portfolio has purpose, direction and measurable outcomes.

Regulatory Disclosure

Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.