Parinita Sharma

💼 My Financial Planning Services 💼

🔹 Comprehensive Financial Planning
– Goal-based planning for every stage of life: education, marriage, home, retirement.

🔹 Mutual Fund Investment Advisory
– SIPs, lump sum, portfolio diversification & risk-based asset allocation.

🔹 Insurance Solutions
– Life Insurance, Health Insurance, Term Plans, Child Plans, Critical Illness & ULIPs.

🔹 Retirement Planning
– Pension plans, retirement corpus building & income generation strategies.

🔹 Tax Planning
– Smart investments to save taxes legally under Section 80C, 10(10D), 80D, etc.

🔹 Child Education & Marriage Planning
– Long-term financial strategies for your child’s future.

🔹 Emergency Fund Planning
– Ensuring liquidity & safety during life’s uncertainties.

🔹 Wealth Protection & Transfer
– Legacy planning, nomination reviews & estate planning guidance.

🔹 Portfolio Review & Rebalancing
– Regular checkups and strategy updates based on market changes and life goals.