Financial Planning

Testimonials from our Customers

"I came through InvestmentYogi website when I was googling Internet to get ideas for planning my retirement and my son's education. I am really impressed with the details provided in the financial plan document. InvestmentYogi and International Money Matters helped me decide on amount to be invested, nature and period of investment to achieve my goals. Now I am a happy customer of International Money Matters. The main difference I find between other brokers/Investment advisers and InvestmentYogi/International Money Matters is that the latter is not biased towards one or two companies that pay them more brokerage fees but their investment advice is mainly based on customer's interests and needs."

Venkatesh

Bangalore

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Prateek_Sharma Photo"InvestmentYogi helped us save taxes by making a tax efficient investment for my wife at the 11th hour, just before the deadline. They handled the paperwork for us, making the effort minimal."
Prateek Sharma
Avaya India Pvt. Ltd., Hyderabad

 

 

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Madhu Kurian Photo

"When I finished ISB and was about to start a new job, I had InvestmentYogi prepare a financial plan for me. It clarified my situation and what I had to do going forward in terms of savings, insurance and debt management to meet my goals. The process has helped me gain a fresh financial start."

Madhu Kurian

Process Manager, JP Morgan, Mumbai

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chidu
"I am in the early stages of my career and was perceiving investment as a tax saving mechanism. Thanks to InvestmentYogi's financial plan, I changed my perception and started using investment as a key to achieve my short and long-term goals in life. It has helped me in leading a well-planned stress-free life." -Chidu, Bangalore

 

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"I now realize that I can budget, save, invest and watch my money grow. I wish I had done this 10 years ago" says Sheela Iyer, an entrepreneur from Mumbai.

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“Investment Yogi helped me manage my taxes through one of their specialized CA partners” says a Faculty member at a premier Business School.

Comments

 

sonal said:

i have about 50,000-60,000 grands money that i want to invest in a lock in period of 3 years-6 years. please suggest me some options

Sonal

October 3, 2009 2:47 AM
 

JEEVAN SINGH said:

I have 6 femily member > 2 son,wife & my parents ,My annual income is 3.5lac . suggest me for my financial plan.so that my family's future plan will be secured.I have done 2 LIC of India policy (5lac Jeevan Shree,2Lac Komal Jeevan),1 HDFC children double benifit (2lac).

Thanks & Regards

Jeevan Singh

October 22, 2009 4:26 AM
 

ghulam rabbani said:

i  am drawing rs. 80000/pm .please giude me in respect of investment ,my age is 42 years.

thanks

ghulam rabbani

9958286794

January 30, 2010 9:51 PM
 

Madhu said:

Hi

I am working for a software company and i want to invest an amount of 1 lakh for my kid for long term. Can u please suggest ways.

February 26, 2010 4:53 AM

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