" If I fail to plan then I plan to fail."
The values that Monish most associates himself with are caring and maintaining relationships
Monish is a par excellence Wealth Manager and a Financial Advisor in UAE, who deals with a diverse portfolio across many fields of Finance & Life Insurance. He expertly advises and manages large set of customers in Life Insurance, Retirement Planning, Critical illness Cover, Wealth Management, Education Planning & various other investment options. These include Dollars and also from India, such as Indian Mutual Funds and Portfolio Management Services.
Your One Stop For All Financial Advice
Give your family the support they need in case of expected and unexpected events. Life insurance is important, as it protects your family and lets you leave them a non-taxable amount at the time of death. Your individual life insurance follows you when you retire and you are no longer insured by your employer.
A smart investment option that gives a higher rate of return over other investment options. It is a popular choice as it doesn’t involve a large sum of money to get started with one can choose the extent of risk they are willing to take.
A critical illness insurance policy provides coverage for specific life-threatening diseases along with a lump-sum amount for a higher sum insured option. The insurer just needs to focus on his/her recovery. This critical illness insurance cover help in financially fighting with the situations when the insured is struggling between life and death.
Give your kids a bright future by mapping out your finances better. Plan your child’s further education and set up a fund to ensure that you don’t have to compromise on the qualifications they need or require.
Actively planning for your retirement can be one of the most important decisions you’ll ever make. Be financially independent and maintain the lifestyle you worked hard for with a retirement fund in place.
A favorable option for high net worth individuals as it offers the flexibility and choice to meet with their financial needs and objectives. Considered as one the best plan offering high rate of return and security.