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Best Personal Finance Advisory and One-to-One Consulting For Investors | Investyadnya

Yadnya’s Personal Financial Planning: Best Financial Planning In India

As they say, “A goal without a plan is just a wish”. With planning, you take the first step of making your dream turn into reality.

We at Yadnya, help our clients create a practical plan by incorporating every aspect of investments, insurance, taxation as well as ease of execution. We aim to construct a financial plan that not only directs our clients towards the path of financial freedom but also gears them up to face any unanticipated financial stress situation through relevant asset allocation strategies. With realistic projections of savings, income, expenses, inflation, portfolio returns and incorporation of multiple “What-If” scenarios, Yadnya helps clients with a financial plan that can help them sail through a storm with a margin of safety.

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Best Financial Planning Services: India's Trusted Financial Advisor

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Financial Plan Creation
Discover Goals & Goal Planning
Investment Portfolio Planning
Goal/Insurance/Retirement Advice
20+ pages of Premium Financial Plan Report
  • Names of suggested Mutual Fund Schemes & Insurance Plans
  • Proposed Asset Allocation
  • Emergency & Goals & Tax & Insurance Plan
  • Complete Future cash flow calculations
Sample Report
Human Touch - Expert Review
Direct Access to the Financial Advisor  
Detailed Review of Your Current Portfolio
(Go/No-Go Decisions)
Personal meeting with our Co-Founders
(Video Call or In Person)
NRIs Included  
Recommendations on Right Investment Assets
(Real Estate, MF, Stocks, Other Debt)
(Only Stocks & MF)
Personalized Goal Planning & Review by Expert
Expert Review & Comments on Financial Plan    
Recommendations on Right Insurance Plans
(Health & Life)
Recommendations on Tax Planning  
Detail Personalized Financial Planning Report
Sample Report
Followup Personal Q/A with the Co-Founders on Chat  

What our Customers Say about our Financial Advisory Services?


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