Here is the answers of some common questions our prospective customers might have. We are trying to cover most of it in due course of time. In case of any query, please reach us, we will be more than happy to answer them.

What do you mean by Financial Planning?

Financial Planning is the process of identifying and defining one's financial goals, prioritizing them and achieving these goals with a clear, focused and a customized game plan. Financial Planning can help in achieving both greater wealth and financial security, while inadequate or improper planning can be disastrous. Financial Planning is an ongoing and continuous activity involving investment management, cash flow planning, retirement planning, insurance planning, tax planning and estate planning. Hence Financial Planning is a 360º Finance, whereby we advise, manage and review all aspects affecting and relating to your finances starting from investments, taxes, insurance protection, retirement needs etc.

What’s your return policy?

Return any of our products--no questions asked--within 30 days of purchase. We can even pay return shipping.

Do you ship oversees and to P.O. boxes?

Yes, we’ll ship your package anywhere that can accept deliveries.

Do you have customer service?

Of course! Our friendly and knowledgeable customer services reps are available to answer your questions 24/7/365.

Why should I opt for financial planning?

You may be earning well today. But you may not have the time, inclination, knowledge or skills required to manage your money, efficiently. In many cases, there is chaos in one’s finances simply because enough time was not devoted towards managing your financial matters. Also, the interplay of various parameters needs to be checked out to find if the future is well funded. You get to know these when you do a Financial plan. We have the necessary qualifications, knowledge, expertise & experience to do it for you.

Financial Planning is meant for whom? or who can go for financial planning?

The financial planning is only for

  • Those who are really serious about sorting out their finances and achieving their goals. They would want proper control over their goals and would want to ensure that they are achieved in a pre-meditated manner, instead of leaving it to chance.
  • Those, who understand that a professional can guide them in the whole process, not just money management – the need for sensible investing over chasing returns, in exclusion.
  • Those who seek to optimize returns without exposing themselves to unwanted risks, achieve the correct allocation mix for investments and gain back control over money.

Or in short, we can say it is for anyone who has understood the benefits of financial planning and it’s potential to deliver the desired result.

Why do I pay for financial planning services?

You should pay for such financial planning services because

You are saving money: Yes, you do. Firstly, obvious mistakes are avoided. By just going into the right asset classes and the right products, which are the right fit, you save money. Also, among products, we will help you make the best choices to optimize on your outgoes. Think about it. Getting into a wrong insurance product can bog you down for decades. Getting right advice on investments can save you from making wrong choices and the attendant problems. This alone will more than pay our fees!

You will make money: An experienced and knowledgeable consultant can pick out good investments for you, help you to avoid obvious mistakes and costly errors, which happen all too often, in the financial services space. This again delivers tremendous value for you.

You will get dispassionate advice: There is no bias in the recommendation. As professional planners, we put integrity & ethics, above all else. Our recommendations will be always be based on what is required by you and is right for you. We will keep a watch on the costs associated with the products we recommend. We do not promote any specific company, brand or service.

Why only Nivesh Salahakar? Why you choose us?

We are committed towards our offerings –

  • A tailor made practical Financial Plan that works.
  • Assurance of best in class service delivery.
  • Dispassionate advice.
  • The benefit of the knowledge & experience of specialists.
  • Professional, hassle free services & facilitation.
  • An excellent value proposition.

What are the services provided by Nivesh Salahakar?

We will furnish you with complete planning pertaining for your finances, viz.

  • Tailor-made Financial Planning.
  • Retirement Planning for your golden years
  • Estate Planning
  • Insurance Planning
  • Tax Planning etc

How do the charges for our financial planning services calculated?
The fees are based on the actual time involved in meeting with you in-person or discussing over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance (if appropriate).