MY FINANCIAL GOALS
We provide all financial services to support your life goals. From paying education or personal loans to planning for a new car, house, or vacation – we are here to help. We guide you in tax saving, insurance, investments, and emergency needs. We also help in planning for children’s future, increasing income, and preparing for retirement.
Education Loan Repayment
I wanted to fund my studies myself hence I have took Education loan from a reputed bank. I
got a job with good salary, how do I repay my loan and save for investments.
Lets connect with SYM365
Arrange down payment
for buying a Car / House
I enquired at a car dealership, for a Rs 6-12 lakh car, down payment is nearly 25% . The
home I selected needs 10-12 lakhs as cash in hand.
Lets connect with SYM365
Loan Repayment
My senior colleagues and friends say they have paid their loan in 3 years. I also wish to do
the same.
Lets connect with SYM365
Tax Planning
How do i know what is my taxable income, benefits of new regime and still I save for my
future.
Lets connect with SYM365
Vacation
I want to travel in my country, see the mountains, sea, forests and pilgrim spots. Take my
family along. Will I be able to it ever?
Lets connect with SYM365
Insurance
Medical Insurance, Health insurance, term plan, loan insurance, property insurance all hae
so many options, it is confusing to understand which is beeter for me
Lets connect with SYM365
Medical Emergency
Life is uncertain, any medical health emergency of self or any near n dear family member
may come any day. Besides insurance, I need to have decent funds in reserve for the same.
Lets connect with SYM365
Investment Planning
What is investment, why I need to plan my investments, is it tough or easy. Where do I start
from
Lets connect with SYM365
Higher education of Children
Our kids are growing, we need to plan our funds for their graduation, post graduation,
coaching, hostel, food so that they have a comfortable life.
Lets connect with SYM365
Marriage of Children
Our son / daughter are now marriageable age, we will invite all our relatives and friends and
do a decent function and ceremonies. This may cost our pockets. We need to have savings
for same.
Lets connect with SYM365
Increase in income
Experts of personal finance says let the money grow when you sleep. Also can I have an
additional income. I wish to know more
Early Retirement strategy
I have worked hard in my job/business all these years, can I retire now, what will happen if
my acive income stops. How much money do I need to have as corpus to lead a comfortable
life with respective to money in hand.
Lets connect with SYM365
Retirement funds
I will be retiring from my active job in coupe of years. i don’t ave pension. How will I run my
house with all expenses. I need to take advise from an expert now so that future is relaxing.
Lets connect with SYM365
Start of Your Business funds
I have got a brilliant business idea. My family and friends can support me with 4 laksh, I need
to have 8 lakhs to start with.
Lets connect with SYM365