The key component of personal finance is financial planning, which is a dynamic process that requires regular monitoring and re-evaluation.
Achieve complete financial security and ensure that you live life on your own terms post retirement.
Managing wealth is a tough task. Let us make it easy for you.
We shall help you plan your taxes efficiently and save your income to the maximum.
Financial lite is a plan that offers the scheme to the investors reaches their goals with proper financial planning for certain duration.
Financial planning plays an integral role in making savings to meet the expenses in the future that remains as a key milestone in everybody life.
Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors
We are very good at what we do. To ensure you meet your financial goals our financial planning managers use top of the line technology, knowledge and processes. Your financial plan is tailor-made to suit your requirements and all our investment advice is backed by in-depth research.
The financial planning managers are highly qualified (MBA's / CFP's / Financial Planning Diploma / Masters in Commerce) and are also duly certified; At Right Horizons, you can rest assured your financial goals are in good hands.
Right Horizons stands by their tag line "Guiding you in achieving your goals". It helped me in bringing discipline in my investments, systematic approach in financial planning and help me understand the market dynamics. I feel my investment is in safe hands.
"I am happy being a customer of Right Horizons because without Right Horizons I don't think we would have thought of regular investment (wealth creation) - max we would have put in FDs if there are any lump sum amount. Also we have full trust in Anil and Rachna and are sure what ever they recommend/suggest is for our good at any point of time. Anil and Rachna's decision always has the customer in their mind and taken tough decisions to benefit the customer at their own cost which no other company will do. Hats off to both of them."
"I am associated with Anil Rego and Right Horizons since 2004. In the 14 yr association, i have received excellent advise on investments and portfolio management from the very committed team at Right Horizons. "
"The association has taught me how to be disciplined in investment, appreciate risks of various instruments and distribute the risks. The maxim "save first and then spend" is ingrained in me now. . Along the way i got educated on the various avenues and asset classes available for us. Without this association i would not have known how to build a corpus for long term needs and leverage market instruments for higher returns and so on. I do sincerely wish that more people become aware of the financial discipline needed, the benefits of starting early and staying invested long i market and manage their earnings better through association with Right Horizons. "
Prashant working as a software engineer in Bangalore aged 26 years living with his aged parents who are completely dependent on him.
Purchase a brand new car
Fund for self wedding
Proper planning for tax along with financial goals achievement using SIP as well as tax saving schemes.
He is a young engineer preferred disciplined investing for the past 4 years and he achieved the two goals. The tax payable amount was made nil through company policies and investment methods.
Preeti, HR manager residing in Bangalore aged 32 years. She is a widow, lost her husband in an accident and living with her parents and 6 years old son. The family completely depends on her.
Plan for the retirement
Education of son.
Prepared financial plan
We explained her about the basic investment procedures along with risk. Over the period she become as a disciplined investor and moved herself from low to medium risk. For the past 6 years we guide her in proper investment to attain the goals.
Chris worked in a high pressure job earning a handsome amount aged 52 years old. He lost the job suddenly. He has his family with 2 kids doing 12th and 10th standard. He planned for early retirement and yet to start his own venture.
Early retirement plan
Education fund for kids
Fund to start a new firm
Financial planning to handle emergency situations
Process and Achievement
We helped in achieving regular income on 1st of every month as that of salary. Hand hold on the gap period on the new venture. With this disciplined investment, he attained all his goals.
Sridhar, business man who is aged 65, preferred the cash to be deposited in FD, living with 60 years old wife. He has two sons, the elder one is married and settled in USA and the younger one is single, working.
Retirement plan that assists during the emergency / health issues
Wedding ceremony of the younger son
Planning for success.
Capital amount is protected accompanying reduced risk.
We offered our service by helping them to comprehend the government policies that are specially allocated for senior citizens. We provided plans with additional interest, assistance in estate planning. Now they are in retirement plan.
Siva G, retired salary man, 77 years old, accompanied with wife 72 years old. The couple don't have kids.
Plan for retirement / emergency
Planning for yearly charity
Plan for schedule
preserving capital security with low risk
We helped them to know about the government policies that gives extra interest for senior citizens. They under gone a slow transmission to debt MF and bonds. We also assisted them in future planning , estate planning and allot fund for charity organizations.
SEBI Advisory Number - INA200002601