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A little bit about myself
A little bit about myself
I'm Vishnu Mani, An Investor, Independent Mutual Fund Distributor and Policybazaar POSP, committed to simplifying investing through compliance, transparency, and client education. I help individuals and families make confident, future‑ready financial decisions.
What We Offer
Investment Planning
Investment Planning
Invest to grow your money and reach life goals—whether it’s buying a home, funding your children’s education, planning weddings, or securing your retirement—while keeping a balance between risk and returns.
Retirement Planning
Retirement Planning
Saving and investing today to ensure financial security and comfort in the future, so you can live independently without becoming a burden on your children.
Tax Planning
Tax Planning
Manage money smartly, reduce taxes, and free up savings for life goals like education, home, retirement, or business growth.
Term Insurance
Term Insurance
Provides financial protection for your family by covering life risks. It ensures your loved ones are secure and not burdened with expenses in case of your absence.
Health Insurance
Health Insurance
It protects you and your family by covering medical expenses, giving you access to quality care without the worry of financial strain.
Integrated Financial Planning
Integrated Financial Planning
Brings together investments, insurance, taxes, and retirement strategies into one plan, helping you manage money wisely and achieve life goals with security and confidence. Manage money smartly, reduce taxes, and free up savings for life goals like education, home, retirement, or business growth.
How it works.
Step 1 - Establish - We both agree how we will work together and what you want to achieve with your money.
Step 2 - Collect data - Tell us your income, spending, savings, loans, and dreams for the future so we see your full picture.
Step 3 - Analyze - We look at your numbers and show what is going well and where there are problems or gaps.
Step 4 - Develop plan - We suggest simple actions: how much to save, where to invest, and which goals to do first.
Step 5 - Implement - We help you start the actions: cut extra expenses, save regularly, and invest as per the plan.
Step 6 - Monitor and review - We meet from time to time to check progress and change the plan if your life or goals change.
Explore our financial calculators.
Know your financial situation
Get in touch with us
Head Office - Karur
Location : No 21, Goundampalayam, 7th street west, Puliyur,
Karur - 639114, Tamilnadu, India.
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