CFP Beyond Life
"More than preparing the plan
I spend a lot of time making sure my
client fully understands the plan.
It's a long-term partnership."
CFP Beyond Life
"My aim is to help my clients
reach a milestone however big or small.
Help them move forward."
At Beyond Life, we believe that every little goal or dream that we have can do with some planning. Planning that makes the goal achievable and gives you the peace of mind that can go along with it. It could be planning for retirement. Your children’s education. Buying a new home. Or your next international holiday. If it is important to you it is important to us, and it is important to plan for.
Over 14 years of experience providing expert financial advice
Wide-ranging experience of working with 1400 clients and families
Committed to openness, clear communication and transparency at every step
Frequently Asked Questions
If you have questions regarding financial planning chances are they are addressed below. If not, feel free to write to firstname.lastname@example.org and we will be happy to connect.
Is financial planning only for the wealthy?
This unfortunately is a common misconception. In our experience only those who have a plan can hope to be rich and achieve their goals comfortably. Which is why, the earlier you start with a financial plan the more confident you are for the future. In effect, if you have a financial goal, a plan to reach makes it more achievable. We can help you here.
I am only 25, still in my first job, do I need financial planning?
Financial planning helps you get clarity and confidence in your financial goals. A certified financial planner (like one from Beyond Life) also bring in professionalism, competence and rigor to the exercise. It’s like having an objective guide to steer you in the right direction. Your individual plan also gives you a structure for all future financial decisions that you will need to make.
I am 50 and nearing retirement. Is it too late for financial planning?
Retirement is the most critical juncture in life. It’s very important to ensure a steady stream of income to help you manage your expenses, while your salaried income has stopped. There’s also a fine balance to ensure your savings grow at steady rate so that you do not exhaust your retirement kitty.
A financial planner can help you direct your savings in the most appropriate savings instruments.
Get in touch
Beyond Life offers comprehensive independent wealth management services and financial solutions.
C5, Everest Bldg,
4th Flr, Tardeo Road,
Tardeo, Mumbai 400034
Delhi Office Address
818, 8th floor, E Block
International Trade Tower, Nehru Place,
New Delhi 110019
Do you have questions about how Beyond Life can help you? Send us an email and we’ll get in touch within 2 days.