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About us

Hi! Welcome to LIFE STRATEGIESTM. We thank you for investing your valuable time in visiting our website. We hope you'll spend a few minutes getting to know us and how we can work together to help you achieve Financial Abundance.

We are in the Financial Life Planning business and we help our clients to achieve complete Financial Freedom through customized Solutions keeping in mind the Risk Appetite of the client, his/her Cash Flows, Current Commitments, Current Investments, Future Goals etc.

We believe in Creating Value and making a Positive Difference in the lives of people. We do not believe in number crunching straight away. We believe each client is Unique, hence our advice is never offered in a vacuum rather, we put CONTEXT around our Clients Goals & Objectives. We do not come to any meeting with a Preconceived Notion. We would rather get to know the person, explore ways we can work together, understand his/her Concerns/Challenges, Goals, Aspirations etc. Our only agenda is Creating Value for the CLIENT.

This Value Creation is a two step process wherein in the First Meeting we share certain Ideas and Concepts, conduct a SWOT Analysis and at the end of the meeting show them what the Financial Roadmap ahead is.

If after this process the person is comfortable then only we move to the Second stage after taking a Mandate for the Plan preparation. Before the Second meeting the Plan is prepared keeping in mind the Risk Appetite, Cash flows, Current Emi's if any, Current Investments etc.

During the Second Meeting a Review of the First meeting is done and then the Plan is presented wherein we lay out the best possible Road Map with the" Least Possible Risk Route" to achieve the desired Goals/Objectives of the Client. Once the person wishes to go ahead we take steps towards the Plan Implementation.

After this, there is an Annual Review wherein we review the performance of the recommendations of the Asset classes in the year gone by and make changes if necessary. As mentioned earlier the idea is make a Positive Difference in the lives of people whom we touch through a Value Creating and Holistic Process.

Our services range from a full Retirement Plan to a "Financial tune-up" that addresses your specific queries about Retirement, University Funding, Investments, or any other Financial Goals and challenges you have.

Continuous process of refinement and competence is our duty towards our Customers, which is why we are constantly upgrading our Knowledge and Skills. The idea is to be perpetual students so that we can deliver the best of services in Financial Life Planning.

The business is run jointly by my wife Sonal, along with a team of Six Individuals, and me. For more information about working with us, please view the Services page.

Please feel free to contact us for more information, any questions you have, or to schedule a FREE NO OBLIGATORY first meet by prior appointment. We look forward to meeting you. Have a ROCKING day, Live with PASSION and CARPE DIEM (SEIZE THE DAY).

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