What we do

Financial planning is the process of meeting financial goals through the proper management of finances within a stipulated time. Financial planning may mean different things to different people. This is because the end goal may differ from person to person. We help our clients to grow and preserve their wealth, in a manner that helps them achieve their financial goals.

Holistic Financial Planning

Cash flow Planning

Children’s Future planning

Investment Planning

Retirement Planning

Enterprise Investment Planning

Tax & Estate Planning

Risk Management

Debt Management

Feel free to reach us

No:40, Vetri Vinayagar Kovil Street, Thiruvalleeswar Nagar, Anna Nagar, Chennai 600040.

Mobile: 9841183638 | Email: sathya@ruwise.in

“Sathyamoorthy N is a SEBI Registered Investment Adviser (Reg No. INA200014353)

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