Are you on the path to financial freedom?

Financial Planning is not about beating the markets. It should be about your life’s goals: be it achieving safety for your family, a better life for your children, starting or expanding a business, maintaining one’s lifestyle post retirement, reduction of taxes or creating wealth. Unfortunately, today, we are often preoccupied with the wrong priorities like increasing returns at all costs or finding the next best investment product.

Whether your goal is to grow your wealth or simply to preserve it, how wisely you manage your personal finances will play a significant role in the quality of life that you and your loved ones will lead.

 

We invite you to get your Personal Finances reviewed by taking our one-time consultation @Rs 2,000 for a 60-minute session or Rs 10,000 for one week of interaction/discussions.  Clients can get queries resolved around a financial plan, retirement plan, financial /insurance products, taxation or any particular strategy.  Clients also have an option to transition from this to our annual engagement model (by paying the differential fees within 10 days), which is currently @ Rs 30,000 p.a. irrespective of the size of one’s financial portfolio.

Fees are the only remuneration for these Engagements (as we do not earn brokerage/commissions on any product recommendations) and hence, there would be no conflict of interest. Data shared during the interactions would be completely confidential and used for professional purposes only. All interactions would happen through in-person or through any digital medium.

 

For more details connect @ 98455 57582 / 97404 57582 on Call/Whatsapp and/or email [email protected]

About Naveen:

Naveen Julian Rego is a CERTIFIED FINANCIAL PLANNERCM  from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, Bachelor in Chemical Engineering from NITK, Surathkal, M.A. in Economics from Pune University & MBA in Finance from Symbiosis Institute of Management Studies in Pune. Besides this, he is accomplished professional trainer (NISM certified) for many financial and educational institutions in India. Naveen is also the only SEBI Registered Investment Adviser (INA200004250) in the Mangalore region.

 

Naveen Julian Rego – CFPCM
SEBI Registered Investment Adviser
First Floor, NJ Arcade, Ladyhill, Mangalore – 575006
www.naveenrego.com 

 

 

 

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