Initial Consultation

We Work With Individuals and Families in All Phases of Life.

Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.

12 components of Financial Planning

Initial Consultation:

150 value additions which we provide

1. Cash Flow or Income Expense Management
2. Asset Management
3. Loan or Liability Management
4. Protection from Contingencies and Risk Management
5. Investment Planning
6. Kids Education Planning

7. Retirement Planning and Management
8. Financial Goals Planning and Management
9. Tax Planning
10. Asset Transfer or Estate Planning
11. Financial Planning Psychology
12. Service Standards

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.