Want to plan for retirement or house-purchase down payment? We got you covered.
Create a plan
By understanding you in the first step, we identify suitable investment products for you like mutual funds, fixed deposits, stocks, bonds etc. to put your money to work for you.
Get Advise
By understanding your responsibilities and your aspirations, we recommend relevant insurance plans to you.
Know today
Cashflow management is mainly about planning for your short term goals(vacations, expenses, honeymoons etc.) & long term goals together.
Analyze it
Our team of experienced and brilliant chartered accountants will proactively come to you when there are tax saving opportunities.
Plan Taxes
Financial planning with spouse investments, family portfolio analysis, tax loss harvesting, retirement planning and so on...
More Services
The good people at phronesia.tech created a full fledged financial plan for me for the coming 30 years. Doing this simple 1 hour exercise has brought so much clarity to my investments and other financial matters. Now that this important factor is taken care of, I can truly focus on my work without worrying about my financial plan.
The one thing I liked these guys saying is "It is never too early to plan." At this young age, they have managed to combine all my short term goals for marriage and house purchase, with my long term goal for retirement planning. I loved their approach and how seamlessly they have clubbed it all together.
I am a finance professional and thought I had everything under control but after analysis by the folks at phronesia.tech, I realized that there are some changes to be done. They not only change dmy plan as per my needs but also brought in some additional perspectives in making it better. With them, I spend a lot less time than earlier worrying about or planing my finances.
When our client pour their heart, mind and soul into doing what they love, our clients win!
When we pore our hearts, minds, and souls into doing what we love, our clients win!
We are about them...
We are here for our clients, as their supporters while they are busy pursuing excellence in their work and their life!
We are a team of alumni from reputed IIMs in India.
Before embarking on this journey, we have managed wealth for High Net-Worth Individuals (HNIs) in India for a long period of time. We intend to bring the best of their strategies to everyone, and in the process, create a few which are even better.
We are here with a mission to make the highest-quality financial planning and investment advisory accessible to everyone, preventing someones's income or net-worth from being a barrier to such access.
