Procyon Financial Planners Pvt Ltd

Plan Your Net Worth

Procyon Financial Planners Pvt Ltd
No.2, II Floor, 10th Cross, Opp. CBI Office,
Ganganagar,
Bengaluru, Karnataka 560024
India

Creating Your Financial Plan with Integrity And Objectivity

Procyon Financial Planners is promoted with a clear vision of excellence in financial planning, highest standard of integrity and objectivity and superior customer experience.  We believe that integrity cannot be bought and that trust must be earned, every single day.

We combine a proven, academically validated financial planning process with a thorough understanding of your values and goals to create a financial plan which is personal and helps you achieve financial goals.   We merge the rigor of financial planning process with a clear understanding of your goals and capacity for risk to create a financial plan matching your needs. Peace of mind accompanies your success in achieving the goals you set for yourself. 

We offer a wide range of services to suit your needs of savings, investment, financial planning and wealth management.

  • Investment Planning

    Our investment plans and strategies are based on sound and time tested investment fundamentals.  We can customise the plan based on your goals, financial situation, life stage and investment time horizon.  The plan will be designed to meet your goals in tune with your risk tolerance and based on proven asset allocation strategies.  We will review your investment plans and advice rebalancing strategies on a regular basis to keep the plan on track.

  • Risk Management & Insurance Planning

    You face several types of risk - loss of life, disability, ill health, damage to property, liability to third party, professional liability, just to name a few.  Our financial planners would help you identify the risks you face and provide a cost effective strategy to manage them.

  • Retirement Planning

    Our financial planners will help you to determine how much money you need to realise your retirement goals.  We will devise strategies to fund savings and investment to meet your retirement goals.  As you approach retirement, we will develop strategies to convert your investments in to income you need to live on.

  • Tax Planning for investments

    There is more to tax planning than exemptions available on savings.  With our advice, you will pay the right amount of tax, not more and not less.  You will also know how to tax proof your incomes and gains.  After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

  • Cash Flow and Debt Management Advisory

    A positive cash flow is the pre requisite for saving that can be invested to create wealth for you. We will analyse your present cash flow situation and advice you how to weed out unnecessary borrowings that prevent you from becoming wealthy.  We will analyse your future borrowing requirements and provide you right input that help you plan your tax and increase your wealth.

  • Wealth Advisory

    Creating durable wealth is the final aim of financial planning process.  Once you achieve your financial goals, remaining cash flow must help you create greater wealth for you and your dependents.  With our advice, you will not only be able to achieve this step and then preserve and increase it as well through the holistic approach of our financial planning process.

  • Estate Planning Advisory

    Who should receive your wealth and when?  How will you take care of situations such as temporary or permanent disability?  What is the path of least resistance to pass on your estate to your heirs?  We will devise the right strategy to handle these critical issues.  After all, the possibility of you becoming wealthy is not ruled out if you adopt the financial planning process.

  • Comprehensive Financial Planning

    Financial Planning is a process that can help you reach your goals by evaluating your whole financial situation, then outlining strategies that are customised  to your individual needs.  One of the main benefits of having a financial plan is balancing our conflicting financial priorities.  A financial plan will clearly show how your financial goals are related;  for example, how saving for your child's college education might impact your ability to save for your retirement.  Then you will use the information gathered to decide how to priortise your goals, implement specific strategies and choose suitable products and services.  Best of all, you will have peace of mind that comes from knowing the fact that your financial future in on track.

  • Financial Plan Review

    Best plans can go wrong if they are not reviewed periodically and suitable course correction not done.  As part of our financial planning process, we also perform plan review according to agreed periodicity.

  • FinaNcial Products and Instruments

     

    We offer a wide range of financial products to suit your needs:

    Fixed Income/Debt Instruments

    • Company Fixed Deposits
    • Non Convertible Debentures
    • PO/Small Saving Instruments (Third Party)
    • Mutual Funds
      • Govt Securities Funds
      • Fixed Maturity Plans
      • Money Market Funds/Liquid Funds/Floating Rate Funds/Income Funds
      • Monthly Income Plans (MIP)
      • Capital Protection Oriented Funds
      • Children Asset Plans
      • Retirement Plans

    Stocks & Equity

    • Equity Broking
      • Direct Equity 
      • Futures/Options
    • Mutual Funds
      • Index Funds
      • Diversified Mutual Funds
      • Insurance Linked Plans 
      • Balanced Funds
      • Sector/Thematic Funds
      • New Fund Offers (NFO) And Initial Public Offers (IPO)
      • Exchange Traded Funds (ETF)
      • Structured Products
      • PMS

    Insurance

    • With Profit Whole Life Policies
    • Endowment / Money Back Policies
    • Unit Linked Insurance Plans (ULIP) 
    • Joint Life Endowment Plans/ULIPs
    • Pension Plans
    • Immediate/Deferred Annuities

    Alternate Assets

    • Gold Mutual Funds
    • International Mutual Funds
    • Commodity Exchange Traded Funds
    • Natural Resources Funds
    • Arts (Third Party)

  • Other Tangibles Available to our Clients

     

    • Monthly portfolio updates on your holdings & transactions
    • Recommendations on timely rebalancing/entry and exit strategies based on individual risk profile, research, market dynamics and other events that affect your investments
    • Regular recommendations on entire range of product offerings
    • Operational support to handle life cycle events related to your investments
    • Tax planning for your savings & investments
    • Periodic reviews according to service level agreements
    • Scheduled One-on-Ones with our Certified Financial Planners
    • Group Education Sessions on personal finance (on request)

Copyright 2009 Procyon Financial Planners Pvt Ltd. All rights reserved.

 

Disclaimer: 

 

All contents on this site is for information purposes only. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. The information resulting from the use of tools, links to other websites, or informational content on this internet site should not be construed, in any manner whatsoever, as the receipt of, or as a substitute for, personalized individual advice from Procyon Financial Planners. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing any investment should not be construed to be a recommendation of that investment by Procyon Financial Planners.

 

Procyon Financial Planners Pvt Ltd
No.2, II Floor, 10th Cross, Opp. CBI Office,
Ganganagar,
Bengaluru, Karnataka 560024
India