Expert Financial Advice
With over 20 years of experience we’ll ensure
you always get the best guidance.
We are well known for our friendly
personal help in every area of your financial affairs
After Sales Service
The firm was founded by Meenu Goenka, my late mother in 1988. She started as a traditional life insurance advisor offering investment and retirement planning with a focus on estate planning and tax savings strategies to owners of family owned businesses. She started with modest beginnings, a small office and referrals from friends.
It is the process of developing strategies to assist you in managing your financial affairs to meet life goals.
A Financial plan
- Helps you understand where you are today financially
- Identifies where you want to be in 10,20,30+ years from now
- Designs a customised financial plan to help you get there
Developing a financial plan involves taking a look at all aspects of your finances and considering the past, present and future. We take a comprehensive, personalized approach that starts with discussion of your financial goals
Systematic approach to goal fulfilment
Getting an accurate picture of your present financial situation will guide the rest of the planning process. We assess your current financial situation, existing investments and future financial goals. We help you set significant milestones including child education, marriage and develop a comprehensive investment strategy to achieve them.
Plan for retirement
Identifying your retirement goals and taking the appropriate steps to help achieve them are key aspects of your financial plan.
We will estimate your retirement income and expenses, project your retirement savings needs and determine options for distributing your retirement funds for meeting your inflation adjusted retirement needs.
Pinpointing and closing any gaps in your financial safety net will help ensure you and your family are prepared for life’s unexpected events. We analyze the current insurance coverage on life & long term health and recommend specific products for optimal cover.
Sudden unemployment, an accident or extended illness, or the loss of a family member can be devastating. We will discuss how life insurance, disability insurance or other products can help protect you financially for whatever life brings.
Designing a detailed investment strategy is a key part of any financial plan. Starting with an assessment of your risk tolerance, attitude and expectation we will help you design an investment strategy in line with your objectives needs and priorities.
Creating an estate plan helps ensure your financial legacy isn’t left to chance.
You work hard to save and accumulate wealth over your lifetime. We can help ensure your wealth is distributed according to your wishes.
If your advisor is an individual you can trust and who has been servicing your investment needs for few years you need not worry. Financial Planning and Investment advisory is all about trust!
Now, what if you don’t really know an advisor and still want to get credible and trustworthy advice? This is where fee based financial advisory can be very beneficial for you.
Advisory services attract different sets of customers. Some customers understand investments and have sound technical knowhow. Others prefer to delegate this aspect to a professional.
Modern modes of distribution including online investing and robo advisory, offer cheap, efficient and better choices.
The focus should be on pairing quality advisory with easy execution, transparency and tracking.
An advisor plays a very prominent role when it comes to offering services. While there will be technology that will continue to help make investment decisions, the advisor brings invaluable insights and intuitive thinking based on his experiences which can prove to be very valuable during key moments in one’s investment journey.
Years of Experience
Comprehensive Financial Planning
Mutual Fund Portfolio Management and advisory
Online trading and demat services
Client desk with comprehensive portfolio information
Retirement and Estate planning
Risk management and Insurance planning
Fixed income advisory services
I have known Ruchi through family connection .
Her committed professional attitude combined with integrity and ethical advice has made her a brand name in today’s competitive financial advisory services. I have always benefitted by her matured thought process and can safely trust Gofin for any financial advice or service.
I wish Ruchi and her team all the best for the future
SATISH DEORAH (DIRECTOR) , INDIAN TEA STORAGE
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 033-2213 2995 / 3933 4981 / 2213 2574 — we would be delighted to speak.