Why Us

  Case Studies

 
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An Individual working in mid 40s drawing a salary of Rs 20 lacs p.a. in MNC. His family comprises of wife and 1 daughter living in his own flat and completely satisfied with his lifestyle. He happened to read a mailer sent by Strategic Financial services. We had sent a communication about Financial planning in Mumbai and he was curious  to know more  about financial planning.

After he met us, realization took place and he got a clarity and focus in his life. The financial planning process helped him identify his latent needs which was surfaced out resulting in taking charge of his financial goals which were revealed.

Immediate benefit was that he started saving Rs 4 lacs in a year to address the immediate challenges and over a period of time his savings went up by Rs 15 to 20 Lacs p.a. which made him comfortable and confident to lead his life financially independent.

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Young executive starting a career in his early 20s working as a middle management executive in a corporate sector. He contacted us after a corporate Awareness Program conducted by Strategic Financial Services in the organization where he worked. He was doing only tax planning and his perception was Tax planning is Financial Planning only.

After he met us , his view of Financial Planning changed and a complete holistic financial game plan from the day we met him till the last stage of his life was discussed. He started focusing on the objectives of what he want to achieve in his life.  Taking charge of his finances made him grow with a faster pace at his workplace.

His saving programs had reached a higher level. Increase in income with further accountability made him lead a better life. After confiding in us, He felt that he was achieving the goals of his life rather than buying products.

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A middle aged entrepreneur who is self employed, wife a business partner and 1 son was his family. One of Strategic Financial Services Client introduced him to us  , so it was a potential referral.

He did a comprehensive exercise of Financial Planning with us.  After the first meeting itself he realized his financial objectives t o achieve his goals. The results gave him his business goals and made him more clear and focused on reaching his personal goals.

The thought of achieving his personal goals made him acquire his business goals. Starting early in his life made him reach his goals early most of the entrepreneurs.

Most of the entrepreneurs want to grow faster in their life. People having their personal financial plan are able to lead much better and take charge of life to achieve the desired personal objectives and move towards financial independence.

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A client working in a senior position at a reputed company in his mid 50s getting retired with a huge corpus. He too was recommended by a satisfied client.

He got retired with a huge retirement corpus but was not aware as to how he should continue further in life. We gave him retirement solutions for his regular and consistent income every month.

After believing in our strategies, he was able to maintain his standard of living in the same way as he did before. We helped to structure his finances successfully and regularize his income.


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