• 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
About Us PDF Print E-mail

Sachin S Parekh, is a CERTIFIED FINANCIAL PLANNERCM, advising clients on Comprehensive Financial Planning, Retirement Planning, Tax Planning & Estate Planning issues. He has earned the CFPCM designation from the Financial Planning Standard Board India.

CFPCM certification is the highest professional designation that can be given to a financial planner. It is the most prestigious and internationally accepted qualification, recognized and respected by the global financial community, rated as Gold Standard by Wall Street Journal.

What Can We Offer?


What's the best investment you can make? Stocks, Mutual Funds, Property, Gold, Fixed Deposits or Insurance?

At Save N Protect Financial Planners, we think the best investment you can make is your Financial Plan itself.

  Understanding your goals:

Typically, we begin by discussing your / your family’s personal goals such as retirement, taxes, higher studies funding, asset purchases, debt management and insurance. This information will be captured and used as a reference in creating your personalised Financial Plan.

  Creating A Financial Plan that works – for you:

The objective and outcome is a Financial Plan that works towards accomplishing your/your family's goals, which is to be implemented and monitored over the years.

Our integrated strategy will help you weigh and decide on the best fit for investments, tax planning, and insurance in a comprehensive plan that evaluates income, cash flow, debt reduction, insurance, employee benefits, tax planning, and other financial elements.

  Unbiased Investment Advise:

Our planning process has no hidden agendas - we will not push you to buy products. Comprehensive Financial Planning is fee-only and independent. Our plans are customized in every respect and can address almost any financial goal or situation.

Since we are not attached to any company or bank, we do not have any targets to meet or please Senior Management. This itself is a big plus (If you have dealt with bank wealth managers, relationship managers etc., you will already know this!).

  Single Point Contact:

You will be dealing with us for anything to do with finance. Relationship managers etc. change jobs and you are passed on like a hot potato. Insurance Agents vanish, without a trace. Now, that would be all history.

  Continuity:

We will work together and stick to the plan, making appropriate changes along the way, as the situation warrants… now and in the years to come.

  Ensuring that you understand your Financial Plan:

Trust our experience to advise you first before offering any products and solutions. This step is very important to ensure that you do not commit a blunder of getting tied to a product that you do not even understand how it works.
Whether you are a young earner or retiree or someone who wants to establish an investment portfolio or are concerned by the fact that you don't have time to assess new investment opportunities, we have the expertise to help you. Whatever is your life stage, we would be able to add value to your decision making process.


Why Pay For These Services?

  You Save Money:

Yes you will save money, as wrong investment can be a costly mistake. We will advise you the right products, in the right mix, which will be beneficial as well profitable for you in long run. Also, amongst products, we will help you make the best choices to optimize on your outgoes.

Think about it. Getting the right advise on MFs/Insurance can save you from making wrong scheme choices and the ensuing problems. This alone will more than pay our fees!

  You Make Money:

By avoiding costly errors, you get to invest in the schemes best suited for you which will maximize your returns.


Link to News Paper Article in MINT Business Paper - CLICK HERE


Click Here to listen to Podcast of Radio Program on 94.3 Radio One FM


Step 1:
 

Certified Financial Planner

CHARTER MEMBER

Testimonial

"Sachin came to me for giving business but I landed up giving him all my business!!! Thats what he is!!! A fantastic sales guy as he has complete knowledge of the subject. He is dedicated and extremely hard working and I guess this is one of the many degrees that he is going to accumulate in the years to come.
All The Best !!!!"

Rajesh Doctor
MF Global India

For More Testimonials Click Here


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