Shree Samarth Financial Services Vile Parle East Mumbai

Shree Samarth Financial Services (SSFS) provides comprehensive Financial Life Planning Service to individuals and families. Ours is a six-step process starting from explaining financial planning process, understanding customer needs, collecting required data, risk profiling, arriving at recommendations, joint review, implementation and then periodic reviews of the progress. Though SSFS strongly recommends comprehensive Financial Life Planning to see a bigger picture, modular services are available in 1. Insurance Planning2. Retirement Planning3. Child Education / Marriage Fund Planning4. Estate Planning5. Special Needs Planning To provide efficient service, SSFS needs initial data, which is collected through an in-person meeting. SSFS provides Mobile App to its clients for tracking their Financial Profile.