We strive to improve your financial health and provide Quality service to our clients.
Our Team Members are the heart and soul of our business. Our team's guiding principles are integrity, respect, teamwork, achievement and innovation.
In the first meeting we will explain the importance and process of financial planning to you.
What We Do
Who does not wish to lead a worry free retirement, grant a better educational career to children, fulfill futuristic goals and last but not the least an absolute relief from lengthy tax statements?
An accurate investment planning converts your dreams into reality. There are, of course, times in our lives when it becomes extremely difficult to save money.
Are you saving enough for your retirement? Would you be able to maintain the existing financial stability even in your retirement period?
Your assets include your investments, retirement savings, insurance policies, and real estate or business interests.
What our clients say
"Being a Businessman,I wanted someone reliable to streamline my Finances and put in place a sound financial plan.I approached GOFINANCIALPLAN for the same , as a result of their advice based approach to my finances and their professional planning, I now have a sound financial plan in place . It is reassuring to deal with a person whose entire focus is our best interest.You can't put a price to it. I would like to mention that I was able to save Considerable money through their meticulous financial plan and now I have my financial road map with me."
- NILESH.M.WAGH - Businessman Mumbai
"I was looking for a good financial adviser for my retirement plan and also to manage my investments done during the last few years, so that my regular income and lifestyle is not affected. I am happy to have got in touch with Mr. P.Venkatesh of GoFinancialplan. His excellent advice during the last one year has not only helped me to a great extent but also given me an assurance of peaceful retired life. He has such an in depth knowledge and his professional approach is excellent. What is important to highlight is that he ensures that the client's interest is first taken care rather than recommending schemes for his benefit, which normally found in others. I wish many people take his advice and get benefited."
- Sivakumar - Grindwell Norton Limited Mumbai
"I am new to Financial Planning and wanted to start investing with a view to planning my future. I found GOFP and their methods suited me perfectly.
The process GOFP took me through was extensive and informative. It enabled me to understand real meaning behind the financial jargon, determine what financial goals I could achieve and how my attitudes & goals affect the investment decisions I make.
Approaching financial planning in a methodical manner has given me the confidence that my future is secure and protected."
- Thulasi Rajasekaran - Technical Lead, Chennai
"Venkatesh is very professional and scientific in his approach to financial planning.
I and my wife really appreciated the big emphasis he had on educating and discussing with us various financial concepts. He carved out enough time to allow for lengthy deliberations to facilitate the financial decisions we faced during the planning process. He helped us take informed decisions with risks that we understand and can manage. We now feel confident that our financial plan is healthy and secure.
Thank You Go Financial Plan " the financial fitness gym"."
- Sourabh De - Both Husband & wife working with MNC's