. Financial Stability during non working years.
. Regular income.
. Financial freedom and peace of mind.
Take a term policy
Start investing in PPF/ or NPS
Start your SIP now
Take health insurance if not taken.
Take term insurance if not taken.
Start building regiment corpus
. Manage your debt, so that you will be debt free well before your retirement.
Services
Goal Based Investment Plan
A goal-based investment plan aligns your investments with financial objectives, providing structure and peace of mind.
Retirement Plan
Plan for retirement by setting goals, diversifying investments, estimating expenses, saving, and consulting financial advisors.
Wealth Management
Wealth management integrates financial planning, investment management, and advisory services to sustain and grow long-term wealth.
Insurance Planing
Insurance planning protects against unforeseen events by assessing risks and securing health, life, auto, and property coverage.
Real Estate
Consulting Services
Certainly! Real estate consultants provide expert advice on buying, selling, and managing properties. Valuable insights for clients!
450+
Portfolio reviewed
How I Can Help
We help you to understand your goals and how to achieve it with available resources you have
At BuddhaMoney , we understand that financial planning can be overwhelming. That’s why we’re here to help you navigate your financial journey with ease. Our goal is to help you understand your financial objectives and create a plan to achieve them using the resources you have.
Evaluating your current portfolio performance and taking corrective actions on it.
Understanding the current performance of your portfolio is the first step. We analyze key metrics such as return on investment (ROI), risk levels, and asset allocation to provide a clear picture of how your investments are doing.
Analyzing your requirement at the time of retirement and plan accordingly.
At BuddhaMoney, we analyze your retirement needs and create tailored plans to ensure you achieve your financial goals. Our comprehensive approach considers your current resources, future needs, and investment strategies to provide a secure and comfortable retirement. Let us help you plan effectively for a worry-free future.
what we
deliver !
At buddhamoney, we’re passionate about helping you organize your finances efficiently. Our comprehensive range of services from education planning to long-term goal setting covers all aspects of life. With experienced advisors and personalized approaches, we turn aspirations into reality. Contact us today to take control of your financial journey!
4.9
Out of 5
Out of 5 what My Clients Say
4.9
It’s been over a decade now for my journey with Buddhadev as my financial planner. He introduced me to this world of financial planning and has been a very competent, transparent advisor with personal touch. He has customised the plan to my life goals and guided me to maintain discipline with long term approach. I would surely recommend Buddhadev to others as he takes care of our financial decisions equal and better than for his own investments.
Mr Ritesh Iche , Pune
Part of Management team of a MNC
5.0
BuddhaMoney has been a game-changer for my financial planning. As a newcomer to investing, I appreciated their clear, tailored advice and approachable guidance. They took the time to explain every detail, ensuring I felt confident in my decisions. Their holistic approach covered not just investments, but also savings, retirement, and tax strategies, all aligned with my long-term goals. The team’s expertise and genuine commitment to my financial well-being have given me peace of mind. I highly recommend BuddhaMoney to anyone looking for trustworthy and comprehensive financial advice
Mr Zoheb Irani , pune
Part of Management team of a Ltd. company.
Get Free consultation
on
Financial Health
Checkup
your current Personal Finance (Be it your Investments, Be it with Debt Management, Be it your Insurance) Financial Health Checkup
Contact
9667906399
bu.finance1209@gmail.com
Address
Uditnagar,Rourkela,Odisha-769012