About Us
Mission: “ Plan today, the better off “
We concentrate on Mutual Funds, Share Broking, Insurance, Bonds, NPS and help them to choosing the Right Products in the Personal Finance Segment.
We had more than 8 Years of experience in the sector based on Personal Finance. We had taken about 1500 samples in the middle class income and working with that acknowledgement.
Founder:
SARAVANAKUMAR NAGARAJ (Bachelors in Computers, Masters in Management)
In his earlier career, he was working in the IT Industry for Different Segment (DHL Logistics, Accel Frontline – now Inspirisys, Apex Technology, Microsoft Trainer in IIHT) and then moved to the Central Govt. Job - Ministry of Railways, Working as a Station Master , Traffic Inspector – FOIS. He resigned his full time job in late 2018 and became an Entrepreneur.
He has over 15 years of experience in Money Management for the Middle Income Family and it leads to Passion in the Personal Finance. He had taken nearly 1500 Samples so far, he is making a change for the better in the middle class income.
He is a Value Investor and had a Long term Relationship with the Indian Equity Market, currently works with Mutual Funds Distribution, Term Insurance Plans, Share Broking, NPS(National Pension System) and Medi claim. He simply doesn’t like to sell the Mutual funds and insurance products to his clients. He is interested in teaching his clients about the need of Money Education and the importance of Investing. On that he recommends the Financial instruments based on the Welfare of the Customers.
He believes that to create wealth only by the basic understanding and a Caring. He will also help you to reach the Financial commitments you had and assist you to choose the right Financial products based on the Product Risk.
(He is not registered as a (SEBI) Registered Investment Adviser or Research Analyst - Thus forth registered with AMFI Mutual Fund Distribution, Financial Consultant on Insurance Company, NPS Distribution and with Share Broking Services - Authorised Person)
Prabha Saravana Kumar (Co-Founder)
She is the Co-Founder of this Company and qualified by Mathematics in Graduate and Teaching Profession.
Although interested in Caring her two kids, she is also keen on Exploring the budget of middle class families. She oversees Accounting and Administration in this company. She also provides advice on financial responsibiliities for Women who are at home. She inspires on becoming Women Entrepreneurship.
At present, She is dealing with Small Savings Scheme and Insurance Products.
Products
“ Everything is not for everyone “ – Mis-Sold
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E-book on Personal Finance for Middle Class mindsets. (Regional Version – Tamil)
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Stock Market – Fundamental Analysis (Regional Version – Tamil)
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Stock Market & Mutual Funds – Basics (Currently working for English Version)
Services:
“ We are providing the following Financial Products “
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Mutual Funds Distribution
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Health Insurance - Protection (Medi claim)
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Term Insurance
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Share Broking
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Other Life Insurance Products
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Children's Gift Fund (CGF)
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Retirement Benefit Pension Funds
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National Pension System(NPS)
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Tax Planning based on Mutual Funds & Bonds
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Bonds (including Capital Gains Tax free Bonds under section 54EC)
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Helping on Debt Consolidation & Debt Settlement (Reducing Debt - loans)
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Helping on Will / Nomination Writing