About Us
ABHIGanesh Financial Planners wants every individual to live the life they desire by enabling them to preserve what they value; invest in such a way that they can live the life they aspire; and finance their dreams, needs and desires. Our solutions are easy to understand and engage, because we offer and service all preserving, growing and multiplying solutions through one company and one service platform called ABHIGanesh Financial Planners Pvt. ltd.
8 wheel of success by Abhijit Sawant
Getting To Know You
We take prior appointment before meeting client. (We normally prefer family meetings).
We ask you 100 questions before managing your portfolio. (Example: Family welfare questionnaire, risk appetite questionnaire etc.). We focus on financial product education rather than just selling it. We aim to help people to retire early or help to give Financial Freedom at 45.
Each appointment is normally 45-60 min to identify the exact need of a client.
We have conducted more than 2300 educational seminars/ lectures and sessions to educate clients on how to invest with proper investment product knowledge and asset allocation.
Questionnaire
Want to know the type of investor you are?
Answer our highly researched risk appetite questionnaire to understand which category you belong to that is Aggressive, Moderate or Conservative.
Our Beliefs
- We believe, if your wealth is not invested in proper asset class during your productive 20-25 years people retire with poor retirement Funds leads to low pension.
- We believe Mutual Fund is the best instrument to beat inflation and is most tax efficient, flexible and gives tax benefits.
- We emphasise on Term Insurance Plans and Whole Life Policies.
- We believe cost of delay is the most expensive thing to do in the process of financial planning.
- We believe in Indian economy and growth by investing into equities.
- We believe that the cheapest loan on earth is housing loan. Never close it early. In fact, run it for long term and start SIP.
Our Aims
- We aim to create 1500 crorepati clients by 31st march 2025.
- We aim to help people to retire early or help to give Financial Freedom at 45.
