Comprehensive Financial Solutions

At DGondwana.in, we offer a wide range of financial services designed to help you achieve your short-term and long-term financial goals. Our holistic approach ensures that all aspects of your financial life work together harmoniously.

Retirement Planning

Secure your future with our comprehensive retirement planning solutions and pension fund management.

  • Retirement corpus calculation
  • Pension plan selection
  • Withdrawal strategy planning
  • EPF and PPF optimization
  • Post-retirement income planning
₹10,000 one-time + ₹2,000/year
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Portfolio Management

Professional management of your investment portfolio to optimize returns while minimizing risks.

  • Active portfolio management
  • Risk assessment and mitigation
  • Performance monitoring
  • Tax-efficient strategies
  • Regular rebalancing
1% of AUM/year (min. ₹15,000)
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Tax Planning

Minimize your tax liability through strategic planning and investment in tax-saving instruments.

  • Tax liability assessment
  • Section 80C optimization
  • Tax-saving investments
  • Capital gains planning
  • Annual tax filing assistance
₹7,500 one-time + ₹2,500/year
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Insurance Planning

Protect your family and assets with comprehensive insurance coverage tailored to your needs.

  • Insurance needs analysis
  • Life insurance planning
  • Health insurance optimization
  • Property & casualty insurance
  • Policy review & optimization
₹5,000 one-time
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Estate Planning

Ensure your assets are distributed according to your wishes with proper estate planning.

  • Will preparation guidance
  • Trust establishment
  • Inheritance tax planning
  • Succession planning
  • Legal documentation support
₹15,000 one-time
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Investment Planning

Our investment planning service is designed to help you build wealth systematically while managing risk according to your comfort level. We take a holistic approach that considers your entire financial picture.

What's Included

  • Comprehensive financial assessment
  • Risk tolerance evaluation
  • Customized investment strategy
  • Portfolio allocation recommendations
  • Regular performance reviews
  • Rebalancing guidance
  • Market updates and insights

Who It's For

This service is ideal for individuals who want professional guidance in building and managing their investment portfolio, whether you're just starting out or looking to optimize an existing portfolio.

Our Investment Process

1

Financial Assessment

We analyze your current financial situation and future goals.

2

Risk Profiling

We determine your risk tolerance to create an appropriate strategy.

3

Strategy Development

We design a customized investment plan tailored to your needs.

4

Implementation & Monitoring

We help execute the plan and provide ongoing portfolio management.

"The investment planning service from DGondwana.in helped me grow my portfolio by 35% in just two years. Their systematic approach and regular reviews gave me confidence in my investment decisions."

Rajesh Kumar

Business Owner, Mumbai

Retirement Planning

Planning for retirement is one of the most important financial decisions you'll make. Our retirement planning services help you build a secure financial future so you can enjoy your golden years without financial worries.

Retirement Planning Approach

1

Retirement Vision

We help you define your desired retirement lifestyle.

2

Expense Projection

We estimate your future expenses and income needs.

3

Savings Strategy

We create a savings plan to achieve your retirement goals.

4

Withdrawal Planning

We develop a sustainable withdrawal strategy for retirement.

What's Included

  • Retirement corpus calculation
  • Pension plan selection and optimization
  • Annuity planning
  • EPF and PPF optimization strategies
  • Post-retirement income strategy
  • Healthcare cost planning
  • Estate planning considerations

Who It's For

This service is essential for anyone who wants to ensure a comfortable and financially secure retirement, regardless of your current age or retirement timeline.

Frequently Asked Questions

Get answers to common questions about our financial services

How do I get started with your services?

Getting started is simple. Contact us through our website or call us to schedule a complimentary initial consultation. During this meeting, we'll discuss your financial goals and determine which of our services would be most beneficial for you.

What is your fee structure?

Our fees vary depending on the service and complexity of your financial situation. We offer both fixed-fee and percentage-based options. All fees are transparently discussed upfront with no hidden charges.

Do you work with clients with small investment amounts?

Yes, we believe everyone deserves access to quality financial advice. We have services tailored for various investment levels, including starter plans for those just beginning their investment journey.

How often will we review my portfolio?

We typically conduct formal portfolio reviews quarterly. However, we monitor investments continuously and are available for consultations whenever market conditions or your personal circumstances change.

Are you registered with regulatory authorities?

Yes, DGondwana.in is registered with the appropriate financial regulatory authorities in India. We adhere to all compliance requirements and maintain the highest standards of professional conduct.

Ready to Achieve Your Financial Goals?

Take the first step towards financial freedom. Schedule a complimentary consultation with our experts today.

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