News & Events

About Founder








S.RAJASEGARANE SAMBASIVAM
(Chief Executive Officer)





R.VIJAYASANTHI 
(Director)








































































































I  am in pleasure to communicate you, that I have  completed the FChFP graduates (Singapore) FELLOW CHARTERED FINANCIAL PRACTITIONER Exclusive International Graduates course for FINANCIAL  PLANNING  & WEALTH MANAGEMENT which was recognized Worldwide more the 13 countries  namely India , Australia, Hong Kong , Japan, Singapore, Malaysia, Macau , Philippines, Thailand, Taiwan, Srilanka, China , Indonesia etc., 


I Really Proud to say that, In India more than 120 corers populations are there, out of these 40 lacs Insurance & Investment advisors in India, so  far there is only less 1600 members are successfully completed FINANCIAL PLANNER, I am the One, among them and we are the authorised person for FINANCIAL PLANNING and  I am  a  THIRD (3 rd) person in Puducherry who completed the course successfully and I also Completed CERTIFIED PERSONAL FINANCIAL  ADVISOR –CPFA,  as a FIRST (1st) Advisor in Puducherry.

I am grateful to say that, What Ever may be your DREAMS (Goals) - I am  Having a path to FULFILL IT.


WHY SHOULD I NEED FINANCIAL PLANNING!,   ASK  YOURSELF…….

• DO I HAVE PLANNED FOR CHLID'S EDUCATION?
• HOW I WILL MANAGE MY DAUGHTER 'S MARRIAGE?
• ARE MY INVESTMENTS BEATING INFLATION?
• DO I HAVE ENOUGH FOR RETIREMENT LIFE?
• HOW  I WILL CONSTRUCT MY DREAM HOUSE?
• HOW CAN I PROTECT MY ASSETS?
• HOW CAN I  MANAGE MY TAXES?
• HOW CAN I ACHIEVE MY FINANCIAL GOALS?
• FOR HOW  MUCH I  SHOULD PROTECT MY FAMILY?


AND THERE  MANY  MORE QUESTIONS ARE RISING IN ONE'S LIFE…..THERE ARE MANY PROBLEMS ONE'S FACING IN HIS LIFE, NAMELY

• WHETHER, BE IN CONTROLS OF OUR MONEY OR MONEY CONTROLS US
• MOST OF AS SAYS THERE NO TIME FOR MY FINANCIAL PLANNING IN OUR DAY-TO-DAY WORK/PROFESSION/BUSINESS
• MOSTLY SAYS THERE  IS NO CLEAR  IDEA FOR LIFE GOALS AND THEIR DREAMS

As a Financial Planner  We look at each & every aspect of our Individuals financial situations  and We take care like a financial doctor, as a  Doctor who take proper  care to their own patients, as  an architect who design & build their own customer dreams clearly. That's the only  way to give pure & truly customized professional planning process Your life goal is our life goal.


We offer three level of service, based on each client's specific need.

1.    COMPREHENSIVE FINANCIAL PLANNING (A-Z)

  • What are your financial dreams and life goals?
  • Where are you today in relation to your goals?
  • Where are you now, where do you need to be?


2.    GOAL BASED PLANNING (SPECIFIC NEED)

        a) INSURANCE PLANNING
  • LIFE INSURANCE
  • NON-LIFE INSURANCE (GENERAL)

(Medical expenses planning, personal accident personal & group)

        b)FUNDAMENTAL PLANNING
        c)WORLD CLASS EDUCATION PLANNING 
        d)CHILD MARRIAGE PLANNING
        e)CHILD FUTURE PLANNING
        f) INCOME PLANNING
        g) INVESTMENT PLANNING
        h) DREAM HOME PLANNING
        i) COMFORT RETIREMENT PLANNING

3.     GOAL BASED PLANNING (SPECIAL NEED)

  • CROREPATHI PLANNING (SUB HEADING)
  • MILLIONAIRE CHILD PLANNING
  • WITHOUT LOAN HOUSING PLANNING 
  • GOLD SAVING PLANNING
  • PARKING INVESTMENT PLANNING
  • VACATION INVESTMENT PLANNING
  • PILGRIMAGE INVESTMENT PLANNING (Mt Kailash/Manasarovar, Jerusalem, Mecca)

4.      TAX PLANNING

5.      INCOME-TAX RETURN FILING

6.      ESTATE PLANNING (LEGAL ASPECTS)

7.      OTHER RELATED SERVICE

8.      INVESTMENT VEHICLE

9.      ONLINE FINANCIAL PLANNING

10.    FREE WORKSHOPS / SEMINAR



FOR  ALL  THE  ABOVE  FINANCIAL PLANNING  SERVICES WILL BE SERVED BASED ON YOUR REQUIREMENT ONLY, WITH RESPONSIBLE FEE BASED STRUCTURE.

As A FChFP  Professionals, we are committed to the professional  practice standards and code of ethics laid down by APFinSA (Singapore) & International Certification and Standard Board - ICSB. (Singapore with guidance by Life Underwriters Guild of India.

Kindly spare your most valuable time and give one and only chance for us, I hereby assure you that you will really see the difference, that we are the professional from other advisors.

HE  WHO FAILS TO PLAN……….. HE PLANS TO FAIL………..


WE  START SUCCESSFULLY PLANNING…



Message Right From the Desk of Founder  


S.RAJASEGARANE
Chartered Financial Planner
Trainer for IRDA-agent (life and non-life) AMFI-Advisor
FchFP (Singapore)., CPFA., LIII., CMDM.,