Financial Planning Services

OFFERED BY in-house cfp professional

 
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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

CLIENT TESTIMONIALS

We made a big move from UK to India. Soumya helped us clean our financials and invest in mutual funds, something we had no idea about.
— Dr. Sriram and Sujatha
Ennsignn helped me achieve our goals for our future, my daughter’s marriage and our retirement.
— Raj Shekhar

 

Call to set up a consultation.

Phone - 9840579659

Email - soumya@ennsignn.com

our office

Flat F, No 13, 6th Main Road, R.A.Puram
Chennai, TN - 600028


Have a quick question? Send a message.

 
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