Money Yantra: Wealth Redefined

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

Retirement Planning

Retirement Planning is the process of planning and managing your short and long term finances to help achieve your financial drams both during your working years and retired life.

Insurance Planning

Insurance Planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks

Tax Planning

Are you paying too much in income taxes? We are not tax preparers, but we can work with your tax professional to find ways to avoid paying

Estate Planning

Estate planning is the process of anticipating and arranging, during a person\'s life, for the management and disposal of that person\'s estate during the person\'s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

Risk Management

Risk Management is the continuing process to identify, analyze, evaluate, and treat loss exposures and monitor risk control and financial resources to mitigate the adverse effects of loss.

Wealth Management

Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services. 

Mutual Fund

A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets.

Equity / Share

An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. These shares are typically traded on a stock exchange.