About Us

 

Anil Hajare

 I am specialized in Customized & Need Based Financial Planning.

> I am having 21+ years’ Experience in Financial Market.

> I am managing 100+ crores Insurance & Investment Portfolio.

> My business spread in various countries like America, England, Canada, Thailand, Australia etc.

> We are helping 750+ families to achieve their Future Financial Goals such as Comprehensive Financial Planning I.e. Children's Education & Marriage Planning, Retirement Planning, Wealth Creation Planning, Investment Planning & Tax Planning etc.

> We provide solutions to Corporate Business Continuity Planning, Key man & Partnership Insurance Planning, Employer Employee Scheme.

>We are helping N R I Financial Planning i.e. Why & How NRI should invest in India?

Mission

My mission is to help 10000+ families to live Financial Happy & Peaceful Life Forever without compromising the current lifestyle with my Unique Financial Planning Module.

Services We Offer

      *  Child Higher Education Planning,

  • Child Marriage Planning,
  • Retirement Planning,
  • Long/Medium/Short Term Goals Planning,
  • Corporate Insurance Planning,
  • Key man Insurance Planning,
  • partnership Insurance Planning,
  • Employer Employee Scheme,
  • Business Continuity Planning,
  • NRI Financial Planning

Other Services

  • Goal Prioritising,
  • Risk Profiling,
  • Financial Health Check-up,
  • Income Analyse & Budgeting,
  • Portfolio Risk Balancing,
  • Investment Goal Mapping, Personal Balance Sheet,
  • Net worth Analysis,
  • Family Estate Planning, HNI's (10) Financial Ratio Analysis,

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