RICHER

BY ANOTHER FAMILY ADVENTURE

 
 

OUR PRODUCTS

 

 

You could opt for any of the options based on your needs & time horizon:

Tax saving - ELSS Fund - 3 year plus

Short Term - Liquid Fund - 1 month plus

Medium Term - Debt Fund - 3 year plus

High Growth - Diversified Equity - 6 year plus

MUTUAL FUND
growth.png

 

It is a concentrated equity stock portfolio managed by professional fund manager team with deep research on business fundamentals. It is suitable for matured investors with high risk appetite. Ideal for 7 year plus investment time horizon

EQUITY PMS
fd.png

 

High quality corporate fixed deposits which give higher interest than Bank FDs. They are available with 3-5 year tenures. Both cumulative and non-cumulative options available.

CORPORATE FDs

 

It covers all expenses related to hospitalisation and day care surgeries. Cashless facility available in network hospital. There are special plans available for senior citizens, diabetic, cardiac and cancer patients.

HEALTH INSURANCE

 

It replaces the income loss due to untimely death of an earning member in the family. It enables the family to maintain their current lifestyle expenses and pay off outstanding debts if any. Term insurance is the cheapest form of buying insurance to protect your income loss.

LIFE INSURANCE

PLAN MY FINANCE

As a Certified Financial Planner, Sojan Thomas specializes in offering customized financial solutions to high level corporate executives, professionals & entrepreneurs.

Sojan’s well-meaning guidance comes from a tenacious matching of client’s goals, cashflow status and saving patterns with optimal financial instruments. He has more than one and a half decade of corporate experience in the financial services sector.

Driven by the key question, “How can I bring order, focus and simplicity in the matters of money decisions?”, Sojan has gently moved more than 200 families from overwhelmed states to states of order and financial security. Clients have entrusted him with the entire spectrum of their goals.

CEOs, CFOs, NRIs, doctors, retirees, and other professionals have benefited from his goal-based financial solutions approach.

Sojan is an active member of the Financial Planning Standards Board of India (FPSB) and Network FP (a fraternity of financial professionals). He educates his clients through his blog helping them be HAPPY RICH.

Sojan_edited_edited.jpg

SOJAN THOMAS

CERTIFIED FINANCIAL PLANNER

 
 

CONTACT

OUR OFFICE

OFFICE ADDRESS

212, 2nd Floor, Dattani Trade Centre

Next to Hotel Gora Gandhi, Chandavakar Lane,

Borivali (West), Mumbai 400 092.

PHONE:  +91 9766492928 / 022- 62368336

EMAIL: sojan@planmyfinance.in

 

Click Here to Find Us

For any queries, please fill in the following contact form:

Thanks for submitting!