It’s the legacy that we talk about that should keep on going. Our forefathers saved in the most appropriate manner and with the perfect resources they had at that time. We should do the same idea! We have so many asset classes where we can diversify our financial planning portfolio for investments. But the context should be well understood! Financial planning is not just for the ascendants; it’s even for the one who is investing. To secure every moment right starting from now until your presence and even after that for the family.

For a better team, one needs both experience and knowledge! When it is about Wealth Safari this comes true. The team has experience of 35 years with knowledge of the NISM SERIES VB MUTUAL FUND FOUNDATION CERTIFICATE EXAMINATION. NISM SERIES VA MUTUAL FUND DISTRIBUTORS CERTIFICATE EXAMINATION, IRDA, and handling Life and Health Insurance, Equity, and Debt Mutual funds as an asset class. The team of 12 is always updated with the current affairs of finances by seminars, speaker sessions, group discussions, training, development courses for the sales team, etc. They have a client base of 2500+ with AUM of 130+ crore. With an MBA in Finance, Marketing, and Systems, the team is well equipped with all that is required for planning.