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Financial Planning

Find Out More Financial Planning

SRatan Financial Distributors Private Limited wide range of financial solutions.

Financial Goal Planning provided by SRatan Financial Distributors Private Limited.

Setting financial goals is the first step towards building a smooth financial life. Let us help you to meet your goals. We at SRatan Financial Distributors Private Limited will help you close the gap between you and your financial goals.

Secure your child's future

Having a financial plan for the children always serves as a good foundation for their future financial requirements. The creation of a goo fund pool for the child’s future is essential for their higher education or marriage. These child plans provide insurance in case of any negative outcomes and will continue to provide maturity benefits to the child for a secure future.

  • Tax benefits under section 80C of the Income Tax Act (It Act)
  • Support the child in the absence of parents
  • High Returns for child plans

Financial Plans for your goals

Your goal of the ideal retirement, dream vacation can be fulfilled with the right financial plan. Financial Plans act as a roadmap for achieving your goals. Without financial plan , your hopes and wishes can just be dreams. A financial plan should be as detailed as possible so that you know exactly how much money you need, where it will come from and what to do with it. It sets out the whole of your financial position as well as any plans you have for the future.

  • Retirement Plan helps you build steady flow of income post retirement
  • Vacation Plans are investment plans which help you build funds for your vacation
  • NRI Investment Plans help you suggest the right investment option for your goals