Financial Planning Services
OFFERED BY in-house cfp professional
Soumya Ramalingam, Founder and Director of Ennsignn is a CERTIFIED FINANCIAL PLANNER and CTEP ™ Chartered Trust, Investment advisor and Estate Planner.
She has over 20 years of experience `working with individuals and families helping them achieve their life goals via financial planning.
The financial planning process
what to expect
Soumya works with clients to come up with and refine a comprehensive plan for their unique goals. She will provide you recommendations on suitable investments, tax advice, insurances to cover risk with the end goal in mind. She will work with you every step of the way.
Six step process
1. We meet with you to understand your life goals.
2. We will collect and analyze your financial information including earning, spending, assets and liabilities.
3. We will create a comprehensive financial plan towards achieving your goals. Recommendations will include advice on retirement planning, investments mortgage insurance, risk and tax assessment.
4. After more rounds of review, we will help you implement the recommendations.
5. We will meet periodically to review and assess the plan.
What customers are saying
Call to set up a consultation.
Phone - 9840579659
Email - firstname.lastname@example.org
Flat F, No 13, 6th Main Road, R.A.Puram
Chennai, TN - 600028