What We Do

We provide an unbiased and a fee based advisory service to individuals and families after understanding their financial goals, current net-worth and risk analysis. The plans are prepared by a team of qualified financial planners, who are CFP certificants, to create a holistic financial plan for the benefit of both an individual and a family.

Besides preparing a report for people on what to do, we educate them on various ways of saving and the need to make appropriate investments at a particular age for a confortable future.

Our prompt service levels, CRM technology, client-centric approach and understanding of capital markets set us aside from the rest. We believe in quality, deliver on our promises and work towards our clients’ benefit.

CERTIFIED FINANCIAL PLANNER Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

To know more about our services, click here

Corporate Profile

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Announcements

We have tied up with unifi capital from Chennai to provide customized portfolio management services in the equity and debt side.
We have a active alternate investment fund as per sebi guidelines.
We competed 1500 cr of coverage on lives of all our clients.
We conducted study workshops at all our leading clients offices for their teams.

Testimonials

"In life its very important to be secure , secure yourself your family and future."

- Suresh Menon

"Its been a pleasure having you as a trusted advisor on various financial savings / investment matters over the last few years."

- Jaideep Iyer

"This is the first time in the last ten years that I am writing this note to express my thanks, appreciation, gratitude for all that Beyond Life."

- Natrajh Ramakrishna

"I thank God for stitching some good people into the fabric of my life… and you are one of them."

- Uma S Welinkar

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