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Shree Yathuvel Associates

Welcome to the world of financial and Insurance Solutions!Financial planning does not promise the sky, but assists you in taking informed decisions regarding your personal finance and investments.Is it not pertinent to meet a qualified financial advisor to make a personal financial plan for yourselves? The need for professional advice in a world of complex financial products is great, but greater still is investor’s need for assurance that the chosen professional is qualified and competent.Getting the financial plan is half the battle won. Happy Planning!

What is Personalized Financial Plan all about?

Financial planning is the process of meeting life’s financial goals through proper management of finances. It helps you to PROSPER by creating wealth, FULFILL your financial goals like children education / marriage, planning for tangible assets like a home, retirement planning, estate planning, etc., and ENSURE total protection to your loved ones, health and assets.

The plan is based on your current age, life stage, wealth cycle stage, investible income, protection requirements, liabilities, investment objectives, time horizon, preferences on risks and returns, taxation needs, etc.

Feel free to contact us for your needs.



Providing the complete financial solutions

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Plan. Grow.. Achieve…

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