Financial Planning in 

Helping you Secure your future financially through proper                                                                                            financial planning


Choosing a FINANCIAL PLANNER professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many professionals specialize in working with certain types of clients, such as small-business owners, executives or retirees. Some specialize in certain areas of planning such as retirement, divorce 
or asset management.






It’s not just about your money, it’s about your life. I understand how complex your life and financial situation can be, and I'm here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, I can help you get the right information so you can make the best decisions for your financial future. 

Here’s what’s included in your free assessment: 

1. Clearly define your financial and retirement plans, goals, and objectives 
2. Strategies to increase income 
3. Strategies to minimize taxes 
4. Assess portfolio for alignment of financial goals with investments 
5. Create realistic expectations


 " Thank You for your great customer service! You always take the time to make sure I have all the information I need." 

Pankaj Rishi
Chief Operating Officer - ME & N.Africa at 
Greenlam Industries ltd

" I am very thankful for the service provided by Damodaram ,I Strongly recommend him He has done a great job, 

Sumeet Khurana
Managing Director
Easy Map Advertising

" I really want to say a note of appreciation for Damodaran . He is really great, wonderful and very informative plus a person who really guided me through everything up and sorted my queries, basically he gave me the whole idea how things are working .  Thank you very much." 

Gopal Krishna Ramachandra
International IT Operations Management Leader

 " Thank you for being so professional. I have dealt with a lot of life insurance brokers an consultants, and by all means, you are way above anyone else I have been with. Again thank you for getting back to me so quickly! 

Mayuresh Sawkar
Finance Manager at Delonghi Kenwood MEIA FZ

" Dear Damodaran. Thanks for the prompt action. Very impressed with your service. This is the first time I have experienced such simple and customer friendly closure and  that too soo efficiently. Keep it up ."

Preveena Ageteela
Director of Business 
Intelligence at AccorHotels

" Thank you so much for your all help and patience. You have been fantastic being, so patient in answering any and all my questions etc. I highly recommend your service to my friends and family.” 

Amit Jalan
Manager Group Accounting and Reporting at P&O Maritime