Financial Planning & Wealth Creation

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Take The First Step Today To Live The Tomorrow Of Your Dreams

Buying insurance policies, saving in the bank account, blindly investing in stocks and SIPs only because your family members, friends, or colleagues are doing the same is not called financial planning.

Financial planning is more about understanding, analyzing, strategizing, exploring, initiating, and reviewing. It is more complicated mathematics than just simple, addition, multiplication, division, and subtraction. Financial planning needs in-depth knowledge, expertise, and experience.

Therefore, you require a certified financial planner to guide you on your journey towards financial growth, security, stability, and freedom.

Understanding the value of your hard-earned money and the risk involved in financial planning, we at Bhavya Sahyog have a team of the best financial planners to help you start your financial planning journey and enable you to achieve your financial goals.

Failing To Plan Is Planning To Fail

As financial planning is the key to realizing your wishes, failing to create a well-researched and reliable plan will put the realization of your wishes at risk. And as financial planning and investing involve a bit of risk, investing your hard-earned money without thorough research, would increase your chances of not achieving your financial goals.

Market fluctuations

Rise in inflation

Health uncertainties

Job loss

We Plan And Invest In Lifelong Relationships

At Bhavya Sahyog, your trust is our most valuable asset and your realized financial goals are our goodwill. Just like long-term investments give you the best returns, we believe that lifelong relations give you invaluable returns. And to earn your trust and lifelong relationship, we ensure that we develop and deliver a completely customized financial plan that is exclusively tailored to meet your needs and perform up to your expectations.

Dedicated Financial Planner

Focusing on delivering truly personalized service, we ensure that your dedicated financial planner is always available every time have any query or need any help with your financial planning.

Tailored Plan

As everyone’s personality, thought process, income, expense and requirement is unique, we ensure that your financial plan is unique too. Therefore, your financial plan is only prepared after knowing you, your family, income, expense, risk profile, goals, existing investments and future expectations.

Information Security

We completely understand that criticality of your information and ensure that it is stored in an extremely secured way. Moreover, we also ensure that your information is never shared with anyone.

Our Services

Address

Bhavya Sahyog Investments

505, 5^th Floor, Hive 67, Next to Raghuleela Mall, Kandivali (West), Mumbai – 400 067

Contact Details

Tel. No : +91 22 4015 0823 / 4015 0863

Tel. No : +91 22 400038585 / 47834842

Email: nirav@bhavyasahyog.com