We at Pro-F Financial Consultants are Investment Advisers assisting individuals and families in achieving financial security and prosperity for nearly a decade now.
Making everyone financially literate is our primary aim. We also help in Financial Planning. The process starts with mapping the family’s financial goals, charting a road-map to reach them, and preparing the investment plan to help achieve goals in desired time frame. The comprehensive exercise takes care of the short and long term financial goals, as well as the insurance needs.
We believe financial literacy and investor awareness are key to success in the field of personal finance. To know more about our approach to Personal Finance, please read our essays in the Arthvichar section. Additionally, we can help you in various ways:
- Conducting Investor Awareness Workshops: If you have a group of interested people, we can arrange a session on investor education with open Q&A session. Such sessions can also be customised for special groups such as retired persons.
- Reviewing your existing investment and insurance portfolio: You have started investing, but are confused as to how good is that? Don’t worry, we can review your portfolio and give an independent opinion on how good your choices are and whether you are investing enough.
- Checking your Retirement Readiness: Have you thought about your retirement and your financial needs post that milestone? If you haven’t, then you better plan for that right away.
- Reviewing your Risk Tolerance: Every individual is different and so is his / her tolerance to financial risks. Risk management is the most important aspect in investing. Better know how much risk you can tolerate before committing for any financial products.
- Financial Health Check-up: A quick way to find out how good your financials stand, how good your financial habits are and whether you can be reasonably sure of meeting your life goals.
- Preparing entire Financial Plan for your family: The most comprehensive exercise to map your existing financials, incomes and expenses, identify future goals, find what needs to be done to meet each of the goals at appropriate time in future. Every family must have a well-thought-out Financial Plan for better clarity on their financial well-being.
- One-to-one Investment Advisory: You have planned your finances and are investing according to the plan. But markets have suddenly turned volatile and market experts are predicting doomsday. Should you stay put or sell out? But, what if you sell and markets go up? It’s all confusion and chaos. Don’t worry! We are there to help get your behaviour right in such tough and testing times.
- Raising Loan Finance: We can also help you raise funding from leading banks or NBFCs for different needs at the lowest possible rates. Are you planning to purchase a new house? Or your existing home loan is costing you too much? Are you running a business and looking for working capital funding? Or you wish to avail loan against your property to expand business? Whatever be your loan requirement – from Rs 50 lakhs or Rs 50 crore or beyond – do contact us.
- Connect with us to know more…
Pro-F Financial Consultants is headed by Prajakta Kashelkar, with several years of experience in the field of Personal Finance. Prajakta is a MBA (Finance) from Pune University. She is also an AMFI Registered Mutual Fund Advisor, a SEBI-registered Authorised Person to act as Intermediary in Capital Markets and also registered with IRDA. She is a NSE Certified Market Professional (Level-5), Certified Derivatives Champion, Certified Investment Analyst Champion (Wealth Management) and an accredited Goal Planning Specialist. She is supported by a team well trained in various aspects of financial planning.
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