About us

We adopt a structured and disciplined advisory approach in (AJAY JOSE FINANCIAL PLANNERS) and provide you with portfolio solutions that meet your desired financial goals and milestones. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels

Services

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Goal Planners

Our Products

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

Contact us

Visit Us

Flat 17 & 18, VJ Flats, No 61, 4th Main Road, Gandhi Nagar, Adyar, Ch -600020

Call Us

+91 7010492300

+91 9840170323

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