It all started with us.
Each one of us, founders, wanted a “Under One Roof” kind of financial planner, an expert who could manage our finances and give us a screen-shot of our financial status, at any given point of time. We also wished for a financial statement that is clutter free, easy to understand, and suited our requirements.
Just to get our financial statement, we had to go through a laborious routine - compiling various statements, speaking to multiple RM's, feeding data into excel, all that after a long hard day at work. We are probably addressing every one's financial distress. What's more, we had to go through the same routine again if we need the statement the next time.
We wanted to change this process.
We spent months in the market searching for such financial tools or packages. We even tried to seek out a CA/ IFA, who can give us what we wanted. We soon realized that there wasn't any such solution available. Though there are financial plans and professionals, but they did not match our requirement. The Financial plans were either restricted to one or two instruments or they are too cumbersome to follow and understand.
We undertook to do a dry run to see the scope of having "Your Own Financial Planner". The results were amazing... the need for such a planner was immense.
Unit No. 402, 4th Floor, Megor Arcade,
Plot No.15, M. G. Road, Ghatkopar (E)
Mumbai, Maharashtra, India 400077
Phone 022 67413121