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Plan for Child Education Retirement Mutual Fund SIP Health Insurance Regular Income
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Smart Planning for a Secure Tomorrow
Child Education Planning
Secure Your Child’s Future Today
Why It’s Important:
Education costs are rising fast. Planning early ensures you can provide your child the best schooling and higher education without financial stress.
What We Do:
Help you estimate future education costs
Suggest suitable investment options (like SIPs, child plans)
Ensure funds are available when needed
Retirement Planning
Retire Peacefully with Confidence
Why It’s Important:
After retirement, your regular income stops but expenses don’t. Medical bills, daily costs, and inflation can be a burden if not planned properly.
What We Do:
Create a retirement corpus plan
Advise on pension schemes and annuities
Help maintain your lifestyle even after retirement
Loans Advisory
Smart Borrowing, Better Living
Why It’s Important:
Wrong loan choices can trap you in debt. A smart loan strategy ensures you get the best interest rate and manageable EMIs.
What We Do:
Compare loan options (home, personal, business)
Calculate EMI and repayment plans
Negotiate better interest rates and terms
Health Insurance
Protect Your Health, Protect Your Wealth
Why It’s Important:
Medical emergencies can strike anytime. Health insurance keeps your savings safe and ensures the best treatment for your family.
What We Do:
Compare best health plans (family, individual, senior citizens)
Suggest best suited insurance plan as per your age
Guide on claims and renewals
Regular Income Plans
Stable Income, Peaceful Life
Why It’s Important:
During retirement or breaks in work, a regular income ensures peace of mind. It helps maintain your lifestyle without worry.
What We Do:
• Design monthly / annual income plan based on your needs
- Recommend plan which are best suited as per your age profession and other parameters
Balance risk and return
Mutual Fund SIP
Grow Wealth with Discipline
Why It’s Important:
Mutual Fund SIPs help you create wealth gradually with small monthly investments. It’s the smartest way to beat inflation.
What We Do:
Recommend best-performing funds for your goals
Monitor and rebalance your portfolio regularly
Explain risk levels and returns in simple terms
About us
SYM 365 is an initiative by industry experts to coach regarding money and personal finance.In a very easy manner we make our learners understand the definition of money, its importance, how money grows and some tips of investing.Our meetings and sessions have helped people to get their hard earned money at the right time and the right quantity. In the journey of life, we all have certain fixed expenses, incidental expenses, compulsory expenses. In all these web of expenses, our team at SYM365, educates and guides on how to start with smallest of the amount. Practical knowledge tips are given with ease.
We have an experience of sensitively helping our friends, colleagues, neighbors, relatives and general public, to understand their needs, wants and desires which can be fulfilled with money. The learners have themselves becomes investment experts in few months. We have some tips and learnings for all age group people – The Youngs who have just started to earn their living, The Middle ageds who are balancing their lives with responsibilities, The Seniors who are approaching their retirement age, The Senior Citizens who want to live rest of life with grace and respect, The Single Mothers, The Working Professionals in private and government jobs, The Rich and The Ones who dream to be rich. We have crafted the learnings for each unique individual of the society.
Join us and Explore the interesting and exciting journey of Save Your Money (SYM) all 365 days of the year and beyond with SYM365
Meet Your Mentor
With 20+ years of industry experience in Automobile sales. He has trained and coached more than 1000 individuals on personal finance. He has an expertise to deliver the importance on personal finance.
His mantra is “Personal Finance is not taught in a book, it is learnt only with discussion and sharing ones needs, wants and desires in a life span starting tomorrow”
With 20 plus years of industry experience in Telecom, Retail, Rural sales. His investment ideas are liked by individuals of all age groups and working status people.
He has an expertise to plan your present and future where in money will never be a matter of concern. His mantra is “Take small steps in Personal Finance, know the opportunity and risk, future will be happily balanced with your hard earned money”
Value Statements
VISION
“Our vision is to empower every client to achieve financial freedom through personalized, innovative, and ethical financial planning.
We strive to be the trusted partner that simplifies complex financial landscapes, ensuring our clients make informed decisions that secure their future and legacy.”
MISSION
“Our mission is to provide holistic financial planning services that empower individuals and families. Through personalized advice and strategic guidance,
We help clients achieve their financial goals with confidence. We prioritize integrity, transparency, and continuous learning to build trusted relationships and make a positive impact on our community.”
VALUES
Client focus: We are dedicated to serving your clients’ needs.
Holistic approach: All phases of life need financial planning.
Education: Easy methods for knowledge and understanding.
Objectivity: We are unbiased in all our advices.
SYM 365 Family
Mr. Dheeraj
It is been 5 years now since I am connected with Ravi Bhai. My funds are growing I feel happy.
I would say just meet him once.
Ms. Rajrani Panda
Ravi Ji came to our school to give us knowledge about insurance plans. His way of explanation is in so simple language that it was easy to have insurance cover.
Mr. Mayank
I have just started job One friend suggested me to meet Mr. Ravi Sahu and share the need of funds post retirement with the pension, gratuity and other things. I feel happy and with his suggestions my planning is good.
Ms. Reena Sahu
Mr. Ravi Sahu suggested some excellent investments. Though we understand growth is related to many conditions, we are still getting a return of 11.86% in the last two years. We give him and his team our best wishes.
Eshmeet Singh Ghai
I didn’t have any knowledge of investments. Ravi Sahab has given us some good mantras. He explains in a very nice manner.
All the Best Team.
Naresh Kumar Sharma
Ravi Bhai, We met in a train journey from Raipur to Nagpur. The knowledge you have about the insurance sector was just amazing. I took your advise and started a term plan. Believe me, I feel happy that my family is secure.
Mr G.R Verma – Child Plan
By profession I am working in Steel plant at a senior level, I have two kids in age bracket 15 & 9 Yrs. I
wish I had clear 45 lakhs for education of my kids. I feel this should be a decent amount plus some
savings are there. Ravi Ji had a child Plan where I invest Rs. 2.5 lakhs per year and in next 10 years I
am able to get Rs 45 lakhs. I always thank him for his genuine a nd honest advice.
Mrs. Pemin sahu – Retirement plan
I took advise from Mr. Ravi Sahu for my retirement. There is no pension in my job, and with time and
inflation my savings will reduce. I wanted to understand as to what can I do to live retired life with
same type of lifestyle. Also there are some travel plans to do after retirement. He suggested me to
go for guaranteed investment pension Plan which I understood the investment and did it. Its been
1.5 years now, I feels the funds are growing and I will be able to do good.
Dr. Rana - Regular Income Plan
I am a professor, life is busy with studies and students and in free time I do some research related to
my field. I didnt get much time to think about investments. Ravi Sahu Ji, met me through a friend. He
guided me and suggested a Reguar Income Plan, . In first click I understood this is what I need and
this suits me too.
Dr. V. P. Devangan – Term Plan and Child Plan
Ravi bhai, I believe many people here know what is term plan. Aapke batane ke baad maine study
kiya aur samjha how a term plan is a must for every individual who has lot of responsibilities and he
or she is the only kamane wala person in the family. Doctor dusroon ka ilaj karta hai par usko apni
savings aur investment ka ilaj bhi karna chahiye. Ravi ji helped me with this
Dr. Kulshreshtha – ULIP Investment
I am a doctor, savings aur investments bahut zyada nahi pata. Kuch dost aar ne bola ye investment
theek hai to kar liya. Mr. Sahu suggested me for a ULIP plan Sun ke achha laga. Fayde samjhe aur ye
jaana ki mere liye ye kaise faydemand hai. 2-3 baar hum phir mile aur bhi investments ke liye. Ab
lagta hai mujhe bhi thoda bahut pata hai
Mr. Akhilesh Kasar – Child Plan
Mera steel ka business hai, poora din customers ke beech aur market mein rehta hun. Bachhon ki
zimmedaari bhi to meri hai. Ravi Bhai se mila to achha hi hua. Future education ke liye Ravi Bhai
suggested the plan for child . Aaj sukoon hai ki bachhon ka future safe hands mein hain