• Insurance Planning

    The Need For Insurance Planning

    "Insurance is not for the person who passes away, it is for those who survive," goes a popular saying that explains the importance of Insurance Planning.
    Read More

  • Children's Future Planning

    Children's Future Planning

    Like every parent, you too must be overjoyed to watch your child grow. All parents want to give the best possible upbringing to their children. This includes good education and security, in case of any eventuality. Read More

  • Retirement Planning

    Retirement is much a reality as much as its planning a neglected activity. Retirement planning continues to be ignored by most individuals.There is a lot more to retirement than just resting on an armchair and pla... Read More

  • Investment Counselling

    Investment planning is critical to reach your financial goals.  There is no one solution that works for all.  The right solution is the one that works for you and it is our job to discover such an investment strategy for you.

    Read More
  • Tax Planning

    What is tax planning and what you could gain from it?
    A good citizen should always pay tax. But he should not end up paying unnecessary tax. A smart citizen is one who pays tax but also makes maximum use of provisions available in Tax Laws to minimize it.

    Read More
Save n Protect Financial Planners - Comprehensive Financial Planning, Investment Planning, Pension, Children's Investment Planning, etc
Welcome to Save n Protect Financial Planners PDF Print E-mail

Questions. Whether it’s today’s rising inflation, employment changes or family issues, more and more people find themselves with questions in their minds:

  • What's my current financial situation?
  • Will I be able to afford the retirement I have always dreamed about?
  • Will my family be provided for if I’m not around? How can I be sure?
  • How can I manage my long-term finances so I am not a burden on my family?
  • And what about my dreams?
  • Could I get ahead faster with a better plan?
  • Everyone is offering products, but who’s listening to what I want? Who can I trust to guide me?
Does this sound like you?
Do you have similar questions and concerns?

You’ve come to the right place - we listen and we care.

Welcome to Save N Protect Financial Planners

Health and Wealth are the two main pillars to lead a happy and contended life. We help you secure both.

Happiness is not in earning more money or having more wealth. Happiness is in achieving your life’s dreams, fulfilling the promises you have made and having peace of mind. That’s the driving principle for us. We guide you to think ahead and reach ahead in life by offering holistic Financial Planning Services.

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

What is a personal financial plan?

A personal financial plan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go.

How will financial planning make a difference to you?

True financial planning is based on a long-term, one-to-one relationship with an advisor and involves a comprehensive, ongoing approach to managing all areas of your financial life. For many people, having a financial plan helps them feel more confident about their financial future.

Sachin Parekh - Media and News Paper Articles - Click Here

Make your Hard Earned Money Work Hard for you. Stop working for Money. Become Cash Positive. Preparation can put a confident retirement within reach. Have you started? Call Us Now...


 

Certified Financial Planner

CHARTER MEMBER

Testimonial

For someone who was a complete novice at Finances, Financial Planning, Investments and Taxation, I feel blessed that I know Mr. Sachin Parekh.

A friend, guide and trusted counsellor, he has been a fantastic source of support in all financial and investment matters for the past 3 years. His professional attitude, vast knowledge and helpful nature are what makes him special.

Vinay K Venkatesh
Creative Director, OgilvyOne Worldwide

For More Testimonials Click Here


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