FINANCIAL PLANNING - Your Road to Success

Financial Planning is a process of meeting your life goals through proper management of your current cash flows to meet your future needs. We work towards creating financial security and stability for you through a range of financial solutions specific to your individual needs:

The solutions that we recommend are keeping in mind your unique needs, and through an exhaustive and unbiased research.

Emergency Ready :

 We look into your detailed cash flow and help you to be prepared for any emergency situations like Hospitalization, Sudden Income loss etc.

Risk Management :

Managing your risks properly should be the topmost priority of all the planning activities. Your family’s well-being is at stake if you ignore this. We help you with.

  • Life Risk Management – i.e. Life Insurance
  • Asset Risk Management – i.e. Non Life Insurance
  • Health Risk Management – i.e. Health care insurance or Medical Insurance

Goal Planning  :

We all have goals to achieve. Achieving a goal requires meticulous planning. Goals can be short term, medium term or long term.  Depending on the nature and type of goals, some goals need to be reviewed at a regular interval to make sure that you are on track. Goals can be Child's Education, Marriage, New Big House, Debt Management etc.

Retirement Planning Solutions :

The process of retirement planning aims to:

  • Assess readiness-to-retire given a desired retirement age and lifestyle, i.e. whether one has enough money to retire; and
  • Identify actions to improve readiness-to-retire.
  • Acquire financial planning knowledge
  • Encourage saving practices

Succession Planning Framework :

Many feel that this is just for the rich, super wealthy type of people. Basically if you earn something and you have created some asset estate planning is meant for you.
Options you have for distribution of your assets and other wealth

  • Will
  • Trust
  • Power of Attorney
  • Nominations
  • Joint Holding
  • Gifting

Whatever the needs, financial planning provides direction and meaning to all of your financial decisions and allows you to understand how each financial decision you make affects your life goals. With a Solid Financial Planning in place, you can adapt more easily to life changes and feel more secure that your goals remain on track.

At Mehta Wealth Management Services, we believe that a sound financial plan is fundamental to achieving your life's goals and enhancing your quality of life. It is systematic and disciplined process, to be pursued over long term. For us it begins with listening to our clients, understanding their current financial profile, long term financial goals, and creating a financial plan that best meets their needs. To create a robust financial plan it is important that we understand your needs. Let us begin your financial success with our expertise.


The Financial Plans are Prepared , Checked and Reviewed by Freedom Financial Planners.

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