Getting married? To deal with the financial expenses one should start making wise money moves. Marriage is not only about goals, desires, or ambition but also about financial responsibilities. From personal finance requirements, everything becomes shared, which brings differences in financial liabilities. According to financial experts, one should understand the plans and needs ahead, which can build a strong root for a settled life. Here are the top 4 financial planners one should seek advice from to make the wise money moves for marriage.
House of Alpha
A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible. Their comprehensive planning solutions along with best-in-class investment advisory provide clients with efficient risk-reward payoffs at the lowest possible costs. Incepted in September 2021, the tech-driven startup is the brainchild of Harish Menon, Saumil Parikh, and Bhuvanaa Shreeram that leverages intuitive technology to help clients identify, achieve and maintain their desired lifestyle without the fear of running out of money or leaving too much behind.
Validus Wealth is a next-generation private wealth platform focused on serving Indian HNW and UHNW clients which were started in September 2018. It aims to offer investments, lending, succession planning, and protection services for investors in India. With a presence across 9 cities (Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad, and Chandigarh), it employs nearly 150 wealth management experts from foreign and local firms.
Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹17,000 crores of client assets for more than 1,100 high-net-worth families in India and abroad. Founded in April 2016 through the acquisition of the Royal Bank of Scotland’s India Private Banking business, our vision is to be the most trusted wealth advisor in India. Headquartered in Mumbai, we have a presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through our two legal entities and six regulatory licenses, we provide clients with a range of services that include investments, estate planning, real estate, and private transactions.
Wealth Planners is a SEBI Registered Investment Adviser. Ladder7 has evolved into an eminent, well-regarded financial planning & investment advisory firm in India that is trusted for its professional competence, relied on for the top quality of advisories, and depended upon due to its integrity, ethics & trustworthiness. Ladder7 has become a leading, respected player in the financial planning & wealth advisory space in India.
We have been in the field of financial advisory since 2004 making us one of the most experienced, trusted financial planners/advisers in India. Ladder7 specializes in offering detailed & holistic Financial Planning/advisory services to our clients in India & worldwide, with the help of technology.