Services

 “ Wealth, like happiness is never attained when sought after directly. It comes as a byproduct of providing useful service. – Henry Ford “

Our Comprehensive Financial Planning service does exactly the same. We first take a look at your goals and dreams in life, prioritize them, understand your risk tolerance, fund your goals with existing savings & investments, address the deficit, balance your assets and allocate based on your risk score, prepare a goal guide & review the prepared plan once a year to keep track.

Creating a comprehensive financial plan helps you to

  • Understand your current financial standing
  • Provides a roadmap to your dreams and goals
  • Empowers you to take rational financial decisions
  • Develops a set of tools to face life’s unexpected evens so that you will not be fooled by randomness
  • Keeps you focused on the goals you have set for yourself

This service includes:

  • Comprehensive Financial Plan in soft and hard copies
  • Action Plan
  • Regular market updates

What do we deal with:

  • Trading in Indian Share Markets NSE, BSE
  • Debt and Equity consultation
  • Currency & Commodity Trading,
  • Insurance & Mutual Funds & Loans

To know more about our services, please mail us:
info@gurunathaviews.com

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