Financial Planning

Financial planning is a strategic weapon in the arsenal of future oriented investor consists of investment management, cash flow planning, taxation planning, insurance and risk management, retirement planning and estate planning.

Why should you plan?


  • To meet the financial requirements of your spouse and family and to keep heart-warming smile of your loved ones preserved forever.


  • To see through your cherished dream of having your own house into fruition.


  • To meet the future financial requirements of your children’s education.


  • To have a peaceful, pleasant and stress free post retirement life.


“Planning is bringing the future into the present so that you can do something about it now”. We at Finomis, care for your dreams and plan ahead to see that money doesn’t obscure your aspirations.


Finomis follows a clear 6-step process to guide you in reaching your milestones as shown below


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