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Specific Goals Planning
  Investment Planning  
  Insurance Planning  
  Retirement Planning  
  Buying a Dream Home  
  Children's Future Planning  
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Testimonials from Clients:

 
  "The financial planning done by Planfinance has removed stress out of me. I was having lot of tension regarding my goals achievement like child education, marriage, retirement etc. The plan prepared by them gives year-on-year status of finances and goals achievement and that's really helped me a lot."  
  Rajendra Singh, Mumbai  
  "The investment strategy made by Planfinance based on my goals is really impressive. Now I am satisfied that my every saving is going into right direction and taking correct risk at correct time."  
  Vandana Malhotra, Manager, Patni Soft  
  "It was just 10 years left before my retirement and I was tensed about my retirement funding. Retirement plan made by Planfinance eased my life for next years and even after retirement. I thank them for mental peace given to me for 10 years. Now I exactly know what is there and what is not there."  
  Rajesh Gaur, Tata Power, Mumbai  
  "Financial Planning done by Planfinance really changed my attitude towards finance. Now saving money for my kid's education is my prime target. Really thank them for saving my kid's future..."  
  Dinesh Jain, Infosys, Pune  
  "Investment allocation and suggestions by Planfinance is really very good, wish it is been done 7 years before."  
  Raj Rathore, Mumbai  
  "I just started the job and thought that is not useful for me, but I was wrong. Thanks guys for Financial Planning document, this will be my Bible for rest of my life."  
  Deepak Verka, Accenture, Mumbai  
  "The portfolio realignment done by Planfinance was really good and now I am happy that long term and short term investments are properly bifurcated and portfolio risk were also managed to that extent."  
  Reena Singh, Mumbai  
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