ABOUT US

I & I Financial Services Pvt. Ltd. is a Financial Planning organisation headquartered in Thane, built on a strong foundation of ethics & values.I & I was incorporated in the year 2002 and serves more than 10000 happy families, offering a plethora of financial services under one roof.We work closely with our clients, to built tailored financial road maps and consistently implement expert strategies. Liasoning with more than 200 top notch companies, over 25 branches across Maharashtra & global presence in UAE, is a testament to the progress of the organisation.

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Vision

 

Our vision is to be a pioneer in offering ethical, yet innovative solutions to families for their wealth creation and Financial freedom with a diversified approach.

I & I
=
INTEGRITY + INTENTIONS

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Mission

 

Transforming lives by providing scientific planning, structured portfolio advisory, simplified risk solutions, thereby creating financial freedom & happiness.

BLUEPRINT 2025

happy-families
100000

Happy Families

assets
10000000000

AUM

100

Business Associates

10

Global Presence

CONCEPT

Dreams propel our aspirations to live. Many dreams get fulfilled, while some look farfetched. Dreams are a virtual representation of what you want.
Financial Planning is an exercise that converts your goals & objectives into action plans, providing the roadmap & disciplined approach to achieve these goals. It helps to determine & quantify goals, then evaluate income & expenses to see how to allocate funds towards individual goals.
Financial Planning is about more than just good advice or investment returns; it is about providing guidance that you can trust.

PROCESS

  • Understanding Family & Mind set
  • Analysing the financial needs
  • Review of Current Portfolio
  • Quantify Dreams & Set Goals
  • Identifying Gaps & Realignment
  • Presentation & Restructuring
  • Execution, Monitor & Celebrate

DREAM = DESIGN + DISCIPLINE

OUR SERVICES

cash-flow
Financial Planning
HFP
Happy Family Project
cash-flow-managment-thumb
Cash Flow Management
risk-management
Risk Management
active-management
Active Management
DEBT-management
DEBT Management
passive-income
Wealth Maximizer
TAX-PLANNING
Tax Planning
ASSET
Asset Management