Beyond Life offers comprehensive financial planning and wealth management services for large and small families. We also offer simple goal-based plans for professionals and young couples. The Beyond Life financial planning process is a holistic and in-depth exercise to create a customized plan to achieve your goals keeping in mind your needs, requirements and your individual capacity to make it work for you.
A typical comprehensive plan covers elements like life insurance needs, home insurance needs, health insurance, retirement planning, home purchase planning, children’s education planning, etc.
In a simple goal based plan your planner will help you set-up a regular savings process so that you have the right amount of money at the right time.
All the financial planners at Beyond Life are certified by the FPSB (Financial Planning Standards Board) India as CFP (Certified Financial Planners). As stewards chartering a steady financial course for our clients, we hold ourselves to the highest levels of professional and ethical standards.