Want to achieve your wealth goals?
Choose us for trusted financial guidance.
Here’s why we are the ideal choice for your financial needs:
Value Creation Process
How do we find the best for you?
Through Stage-I, a circumstantial investigation is conducted to gather data and financial facts, comprehending individual/family needs and creating awareness of their present circumstances.
Stage-II involves a potential expansion analysis, processing the data to evaluate current financial positions and future needs based on the investigation from Stage-I. It aims to make individuals aware of the distance to cover from their current stage.
In Stage-III, a customer success game plan is developed, proposing tailored financial solutions to meet specific objectives and priorities, ensuring assured success.
STAGE 1
Circumstantial Investigation
- Gather data and financial facts to understand individual/family needs.
- Communicate the understanding of the facts to the individuals.
- Make individuals aware of their present circumstances.
STAGE 2
Potential Expansion Analysis
After getting the financial facts from you, the data is processed using a developed model. In this stage, we analyze, evaluate, and assess your current financial position and your financial needs in the future, as per the investigation conducted in stage I.
- By asking for relevant financial information for your future course of action.
- To Analyze, evaluate, and assess your future financial statements.
- It makes individuals aware of the distance to cover from the present stage.
STAGE 3
Customer Success Game plan
Depending on the analysis and needs identified in the previous two stages, a scientific evaluation is done.
We propose to give you a financial solution to meet your financial objectives as per your priorities. Hence, a game plan for Customer Success is assured.
Video Testimonials
Karl Dadrevala
Juzer Udaipuri
Raju Singh
Case Studies
CASE 1
An Individual working in his mid-40s draws a salary of Rs 60 lakh p.a. in an MNC.
An Individual working in his mid-40s draws a salary of Rs 40 lakhs p.a. in an MNC. His family consists of his wife and one daughter, who live in his own flat and are completely satisfied with his lifestyle.
He happened to read a mailer sent by Strategic Financial Services. We had sent a communication about Financial planning in Mumbai, and he was curious to know more about financial planning.
After he met us, realization took place, and he gained clarity and focus in his life. The financial planning process helped him identify his latent needs, which surfaced, resulting in his taking charge of his financial goals, which were revealed.
The immediate benefit was that he started saving Rs 8 lakhs in a year to address the immediate challenges, and over a period of time, his savings went up by Rs 20 to 30 Lakhs p.a., which made him comfortable and confident to lead a financially independent life.
CASE 2
A young executive starting a career in his early 20s
A young executive starts a career in his early 20s, working as a middle management executive in the corporate sector. He contacted us after a corporate Awareness program was conducted by Strategic Financial Services in the organization where he worked.
He was doing only tax planning, and his perception was that tax planning was only financial planning. After he met us, his view of Financial Planning changed, and a complete holistic financial game plan from the day we met him until the last stage of his life was discussed. He started focusing on the objectives of what he wanted to achieve in his life.
Taking charge of his finances made him grow at a faster pace at his workplace. His savings programs had reached a higher level. An increase in income with further accountability made him lead a better life. After confiding in us, He felt that he was achieving the goals of his life rather than buying products.
CASE 3
A middle-aged entrepreneur who is self-employed
A middle-aged entrepreneur who is self-employed, his wife, a business partner, and one son are his family. One of our Strategic Financial Services clients introduced him to us, so it was a potential referral.
He did a comprehensive exercise in Financial Planning with us. After the first meeting itself, he realized his financial objectives for achieving his goals. The results gave him his business goals and made him more clear and focused on reaching his personal goals.
The thought of achieving his personal goals made him pursue his business goals. Starting early in his life made him reach his goals earlier than most entrepreneurs.
Most entrepreneurs want to grow faster in their lives. People with a personal financial plan are able to lead much better lives, take charge of their lives, achieve their personal objectives, and move towards financial independence.
CASE 4
A client working in a senior position at a reputed company in his mid-50s
A client working in a senior position at a reputed company in his mid-50s is getting retired with a huge corpus. He, too, was recommended by a satisfied client.
He got retired with a huge retirement corpus but was not aware of how he should continue in life. We gave him retirement solutions for his regular and consistent income every month.
After believing in our strategies, he was able to maintain his standard of living in the same way as before. We helped him structure his finances successfully and regularize his income.
