Financial Planning, Retirement Planning, Child Education plan, Bangalore

Customized Solution For Your Financial Planning

You have worked hard to make your money. We make your money work hard for you.
We help our clients grow and preserve their wealth, in a manner that helps them achieve their financial goals

Financial Planning Advanced

The key component of personal finance is financial planning, which is a dynamic process that requires regular monitoring and re-evaluation.

Retirement Planning

Achieve complete financial security and ensure that you live life on your own terms post retirement.

Wealth Management

Managing wealth is a tough task. Let us make it easy for you.

Tax Planning

We shall help you plan your taxes efficiently and save your income to the maximum.

Financial Plan Lite

Financial lite is a plan that offers the scheme to the investors reaches their goals with proper financial planning for certain duration.

Children Education

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.

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Many Reasons Why
Our Clients Love Us

We love to hear from clients

Sanyasi Rao

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.

Alagammai

"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."

Sivakumar S

"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. "

Case Study

We take pride in delivering quality service with tangible results. Our objective is to provide the necessary tools for our clients to focus on key business issues. Whether the need is for a consultant to develop policies and procedures, a team to manage and build the back office infrastructure or a project manager to lead a systems implementation, we can help.

The following are some of our success stories.

Young IT Engineer

Profile :

Prashant working as a software engineer in Bangalore aged 26 years living with his aged parents who are completely dependent on him.

Goals :

Purchase a brand new car

Fund for self wedding

Service

Proper planning for tax along with financial goals achievement using SIP as well as tax saving schemes.

Achievement :

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.

Single Mother

Profile :

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.

Goals :

Plan for the retirement

Education of son.

Service :

Prepared financial plan

Process and Achievement

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.

Become Entrepreneur

Profile :

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.

Goals :

Early retirement plan

Education fund for kids

Fund to start a new firm

Services :

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.

Retired Person

Profile :

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.

Goals of Sridhar:

Retirement plan that assists during the emergency / health issues

Wedding ceremony of the younger son

Planning for success.

Service :

Capital amount is protected accompanying reduced risk.

Process and Achievement

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.

Senior Retired Person

Profile :

Siva G, retired salary man, 77 years old, accompanied with wife 72 years old. The couple don't have kids.

Goals :

Plan for retirement / emergency

Planning for yearly charity

Plan for schedule

Service :

preserving capital security with low risk

Process and Achievement

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.

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Customized Solution For Your Financial Planning

You have worked hard to make your money. We make your money work hard for you. We help our clients grow and preserve their wealth, in a manner that helps them achieve their financial goals

Financial Planning Advanced

Retirement Planning

Wealth Management

Tax Planning

Financial Plan Lite

Children Education

How It Works ?

FINANCIAL ASSESSMENT

PREPARATION FOR FINANCIAL

EXECUTION

MONITOR AND ADJUST

Why Financial Planning In Right Horizons?

Reputation

Credibility

Experience

Availability

Professionalism

Your Customized Financial Plan Made By Our Experts

Many Reasons Why Our Clients Love Us

We love to hear from clients

Sanyasi Rao

Alagammai

Sivakumar S

Case Study

The following are some of our success stories.

Young IT Engineer

Profile :

Goals :

Service

Achievement :

Single Mother

Profile :

Goals :

Service :

Process and Achievement

Become Entrepreneur

Profile :

Goals :

Services :

Retired Person

Profile :

Goals of Sridhar:

Service :

Process and Achievement

Senior Retired Person

Profile :

Goals :

Service :

Process and Achievement

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You have worked hard to make your money. We make your money work hard for you.
We help our clients grow and preserve their wealth, in a manner that helps them achieve their financial goals

Your Customized Financial Plan
Made By Our Experts

Many Reasons Why
Our Clients Love Us

Subscribe to Free Consultation on
"Financial Planning"