Everyone has wishes, do you have a financial plan to achieve it?

Struggling to Meet Your Financial Goals?

Achieve Them with Edelweiss Lakshya Account

Everyone has a 'Financial Lakshya', whether it's saving for your child's higher education, buying a house, travelling the world, buying a luxury car, taking your parents for a long pilgrimage, planning for your retirement or all of above. We often save some amount of our income regularly in order to achieve these Lakshyas; but more often than not, we fall short and start compromising on our dreams.

This happens because we often fail to realize that with time the cost to achieve these Lakshyas also go up, and thus we fail in planning for them. To ensure that we don't end up short and achieve our aspirations and goals - we need to create a plan to meet them. This is where our expert financial service steps in to not only advice, but also to guide and assist you in defining, planning for and then assisting you to achieve your financial goals.

Benefits:

Expert Planning: Your financial plan will be created a by Financial Expert who has a deep knowledge in the field of Financial Planning

Customized Plans: We don't have any pre-planned approaches, we follow a structured process that helps us understand your profile and give you a solution that works best for you

Your Personal touch: The plan will be created after a number of close one-on-one interactive sessions with you to ensure that you are an integral part of plan making process

Advisors not Sellers: We don't sell you financial products, we are advisors and we advise you on what is right for you. But if you want us to help you with buying financial products, we will be happy to help

Detailed Plan: At the end of the interactive sessions you receive a detailed printed plan which provides you roadmap, milestones and detailed plan of how to go about achieving your Lakshya

CLICK HERE FOR FREE 30 MINUTE CONSULTATION

Financial Planning services are offered by Edelweiss Investment Adviser Ltd. Address: M/s. Dani Wooltex Cooperation, off CST Road, Kalina, Santacruz (E), Mumbai 400098 Disclaimer

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