"Advice that’s simple, honest and personalized"

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

  • Welcome to our website

    Reliable And Affordable Products For Your Home and Office.

Welcome to AshEka Financial Planners

Hello, I’m Sandeep Narayan, your personal financial planner. I’m an MBA from Symbiosis Institute of Business Management in Pune and have worked in India’s biggest banks-State Bank of India, ICICI Bank, and HDFC Bank. I am a Certified Associate of the Indian Institute of Banking (CAIIB), Mutual Fund distributor certified by the Association of Mutual Funds of India (AMFI), and an advisor for Life, Health and General Insurance, certified by the Insurance Regulatory and Development Authority of India (IRDAI).

I founded AshEka Financial Planners with a deep desire to serve the community with unbiased, easy-to-understand, and timely financial planning advice. Honesty is the hallmark of my practice and I go out of my way to ensure every client is educated, motivated, and convinced to plan their personal finances in the best possible way.

Our Services

Save. Invest. Insure. These are the three pillars of personal finance. A financially healthy individual needs to cover all these three bases. And we at AshEka Financial Planners use this as our guiding philosophy to help you plan your finances so that you are always 'in the money'

Mutual Funds

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

Health Insurance

Health Insurance covers the potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.

Income Tax Planning

The term income tax refers to a type of tax that governments impose on income generated by businesses and individuals within their jurisdiction.

Retirement planning

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows.

Goal-Based Planning

Goal-based planning is a relatively new approach to wealth management that emphasizes investing with the objective of attaining specific life goals.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

Client Testimonials

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