The right time to

invest is NOW

What’s your approach to investing?

O I prefer safe investment
O My parents have invested for me
O I don’t understand investments
O I recently started my family

Know what’s best for you

Ans 1 - Your risk-profile will help find the best options. Should we help you
calculate it?

Ans 2 - That’s great. What if they’re not enough, are you prepared for that?

Ans 3 - There’s always help available, have you tried reaching us?

Ans 4 - Then you better prepare for your family’s future now, right?

The first step towards knowing where to invest is to know how your present financial health is. To help you find this, we have developed a method we call - Financial Health Checkup. Like doctors, we examine your current financial stage, family structure, assets, and probable future challenges, to provide you with the best financial aid.

For every investment need - we’re here

Education Planning
Think ahead of time with us and find what will help
you support your children’s ambitions.

We will help you

  • Know the probable future cost of education
  • Find suitable investment options for you
  • Generate your wealth boosting portfolio
  • Review and update your investment strategy

Wedding Planning
Allocate your investments appropriately and
meet your dream-wedding budget with our
guidance.

We will help you

  • Calculate probable wedding cost for your dream wedding
  • Invest smartly without disturbing present expenses
  • Plan savings that can be liquidated for wedding costs
  • Ensure your retirement savings are not affected

Family Protection
Plan to have the time of your life after
retirement.
Our recommendations will help you retire rich.

We will help you

  • Assess your insurance needs
  • Choose plans you can afford and grow over time
  • Decide which cover suits you
  • Calculate cover duration with future inflation

Retirement Planning
Plan to have the time of your life after retirement.
Our recommendations will help you retire rich.

We will help you

  • Calculate corpus required for your desired lifestyle
  • Assess your risk tolerance against investment goals
  • Build a contingency reserve for unforeseen emergencies
  • Evaluate your income-expenditure pattern

Tax Planning
Make your investments tax-efficient with our
expertise, and save more.

We will help you

  • Know which type of tax planning suits you
  • Strategise investments to get maximum tax relief
  • Learn your exemptions-deductions
  • Re-invest the saved amount and meet your goals

Contingency Planning
Stay covered during sudden challenges of life.
We will ensure you plan for the unforeseen
occurrences.

We will help you

  • Evaluate possible consequences in such events
  • Set right amount to cover for family
  • Overcome such times without panic
  • Stay confident and peaceful

Estate Planning
No influence, purely assistance. We support you
when you make crucial decisions of estate
allocation.

We will help you

  • Structure your will with family’s consent
  • Documentation of Power of Attorney
  • Consider all your dependents’ needs
  • Simplify all the paperwork for you

How it works

Our process of financial planning is as simple as 1-2-3.

1

Set your goal

2

Choose an investment style

3

Leave it to us
Let's plan your finances
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ADDRESS

212-Hind Rajasthan Complex, Dada Saheb Phalke Road, Dadar-East, Mumbai 400014.

support@m2mfinancialservices.com • +91 22 2411 2323 • +91 91376 99313

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