We are a team of Certified Financial Planners.
Managing money is a skill and like all skills, this requires some guidance and training.
That’s what we do.
We help you develop clear plans for your dreams, make your money work for you and monitor your progress periodically so that you may live the life of your dreams.
We are your one-stop solution to all your financial queries.
To help people live the life of their dreams.
We are born to live; not to prepare for life.
We do charge a very reasonable fee for most of our advisory services. These include financial planning. retirement planning, goal planning, and portfolio management.
In all these, we devise a plan customized to your needs and review it several times a year to ensure they are in line with your goals.
We also provide services that are free. These are usually investments, both lumpsum and SIPs, which are to be done on an ad-hoc basis.
In case of lumpsums, you must invest a minimum of Rs. 5,000.
In case of SIPs, we suggest you invest a minimum of Rs. 1000.
You can reach out to us either via phone or email – Call us at 7204228861 / 7019246515 or mail us at – service@abundanceindia.com
Once you reach out to us, we will assign an investment advisor to you who would understand your needs and financial goals to guide you accordingly.
Post the discussion, if you are interested, we will schedule a meeting where we will guide you through a step-by-step process on what suits you best to achieve your goals.
Once you invest, we will provide you with credentials to log in to our Wealth eOffice portal where you can check your portfolio 24x7.
Call us at 7204228861 or mail us at service@abundanceindia.com to fix an appointment.