Financial Planning Process

We offer a comprehensive process of planning, implementation and fine-tuning so that what ever may be the financial objective, it can be reached in a positive manner.

Starting from the Financial Health Checkup, the process goes through several phases of consulting and counselling before the implementation starts. We ensure that the past and the present are considered and assessed to ensure that the future is secure, happy and as dreamt.

Finerva's Uniqueness

Finerva, when we started, was India's First (we still are the loner here) Company Neutral Financial Planner. Being a Fee Based Consultant, we are not worried about the commission income. This give us a big advantage in analysing all the products available in the market and then suggesting only the one that 'Best Suits' your requirment. So we work 'For YOU not For the Financial Products Selling Company'