Achieve financial goals without complications

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The best path for any journey is an uncomplicated one. A simple path is a route that won’t give you bad surprises or wrong turns, and you will reach your destination within your estimated time. The same goes for financial planning.

Financial planning is not about taking risks but avoiding them. It is about reaching your financial goals at the right time with precision.

Phenomenal

Going from clueless with money to being savvy enough to invest in my future and live well within my means in what feels like an instant after talking to Simple Path consultants has really put my mind at rest and I can now make informed, educated smart decisions with my money.

– Asha Chaudhary, Mumbai

The answer to your financial planning and wealth questions

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We believe in a personalized approach to financial planning, and we take the time to understand your unique situation and goals. We’ll work with you to develop a comprehensive plan that fits your needs and budget, and we’ll be there to support you every step of the way.

How do I get started?

Contact Simple Plan to schedule a free consultation with our financial planning experts. During the consultation, we’ll discuss your financial goals and needs, and recommend a personalized plan that fits your budget and requirements.

Yes, at Simple Plan we offer remote consultations to our clients, both Resident Indians and NRIs. You can consult with our financial planning experts from the comfort of your own home or office, using video conferencing. Contact us to schedule a remote consultation today.

It depends on your specific financial planning needs and the services you require. We offer personalized pricing based on your individual situation, and we can discuss the cost during your free consultation.

We believe in creating a personalized plan that aligns with your unique financial goals and situation. While we cannot guarantee that our services will make you rich, we can help you make informed decisions and guide you towards financial success and security.

As a financial planning consultancy, our advice is intended to be in your best interest. Ultimately, the decision to follow our advice is up to you. While we strongly recommend that you follow our advice, we understand that everyone’s financial situation is unique, and you have the final say in your financial decisions.

Wealth Score helps you check your Financial Health

CHECK YOUR FIN-HEALTH

Areas of Expertise

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We also offer customized financial planning solutions tailored to the unique needs of our clients. No matter what your financial goals may be, we have the expertise to guide you on the path to success.

Financial Planning

We specialize in providing personalized financial planning solutions that take into account your unique situation and goals.

Retirement Fund

We can help you build a retirement fund that is tailored to your needs and goals, and that will provide you with a secure financial future.

Education Fund

Navigate the complex world of education funding and develop a plan that fits your budget and goals, ensuring that your child’s future is secure.

Insurance

We work with top-rated insurance companies to offer a range of insurance solutions, including life insurance, health insurance and more.

Wealth Creation

We have extensive experience in helping clients create and grow their wealth through sound investment strategies, risk management, and asset allocation.

General Advice

We cover a wide range of financial planning topics and are designed to provide clients with comprehensive guidance on their financial journey.

At Simple Plan, we’re committed to providing our clients with the knowledge, expertise, and support they need to make informed financial decisions and achieve their goals.