FINANCIAL PLANNING

In simple English, Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include a range of objectives, from buying a house to saving for your child's higher education or planning for retirement.

Why Financial Planning? ...

SCOPE OF FINANCIAL PLANNING

  • Risk Management and Insurance Planning
  • Investment and Planning Issues
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Cash Flow and Liability Management
  • Relationship Management

SERVICES OFFERED

Our Financial Services begin with you. Our expertise and professional commitment help us offer you innovative financial solutions that are tailor made for your individual needs. Our customized approach enables you to chart your journey from where you are to where you want to be, taking into consideration your plans for retirement and identifying financial decisions/action…

TEAM QLI

Kanika Abbott, founder and director of Quantum Leap investments has an experience of 20 years in the field of finance. An MBA from Symbiosis Pune, she has worked with reputed banks like HDFC and Standard Chartered. She subsequently worked with an Investment Advisory firm for a couple of years before she founded Quantum leap Investments in April 2011. She is backed by an efficient team for operations and Service.

TESTIMONIAL

HEAR FROM OUR CLIENTS

Don't just take our word for it. Listen to what our clients have to say about us. Watch the video testimonials below to get a firsthand account of their experiences working with us.

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