AZAD Coach and Expert (ACE) does a full analysis of your current financial status – including your income, savings, loans and assets. The ACE will also help you in linking your life Goals with your financial status.
At the end of this stage, you will quantify and prioritize your life Goals, have a clear financial picture in front of you, with your very own customized balance sheet and income-expense statement.
ACE helps you draw a comprehensive plan designed to achieve financial freedom over your chosen target period.
The plan will be detailed and specific to your needs. You will be guided and educated by the ACE at every step about the logic of and practicality of the plan as well as the choices available to you.
You now start committing to certain Actions that will help you achieve the Goals that you set. Your finances are completely organized and accessible at the touch of a button via the proprietary AZAD online app.
Every month you are guided, motivated, educated and reminded to take the small steps (Actions) that lead you towards one milestone, and the next and so on.
We not only help get you started, we help you reach the finish line.
Along the way, you will be conducting quarterly reviews and get annual assessment reports.
The unique combination of our experienced financial experts – ACE, the AZAD online app and proven and proprietary tools will ensure that we work tirelessly till yu have reached your dream destination, i.e, your financial freedom!
If you crave financial security and freedom and you are still far from it, you need a support team and proven tools and methods to get you there.
We have done it ourselves – we adapted internationally proven financial methods and successfully applied them in Indian conditions. We know it works!
You need a combination of data driven analysis integrated with your unique profile, status, emotions and habits. We offer deep insights and experience of delivering a tailor-made solution to fit your unique needs.
Most people are able to make plans. But they either remain on paper or die a silent death.
We at AZAD not only provide you with regular analysis and advice but we help execute the Actions. We help you transact with banks, mutual funds, insurance companies, real estate firms etc.
We also constantly compare and review your progress against plan to ensure that you stay on your path to financial freedom.
The Ten commandments of AZAD
We bring you AZAD to get you to financial freedom, guaranteed. The programme is a proven method. It is simple, practical and a complete approach. We provide you all the tools, analysis, advice and the best products to get you there.
AZAD app is simple to use and keeps you on the path
Personal executive to help
Keep your multiple accounts sorted
Monthly Actions and quarterly review meetings
Value provided or your money back!
All the boring paperwork is managed by us
AZAD as compared to others.
|Product Features/Services||Wealth Management Cos./ Banks/FIs||Brokers/ Agents/ Distributors||Individual CAs/CFPs|
|Comprehensive Financial + Non Financial Plan by CFP|
|Customized Plan - Not Template Based|
|Pure fee based service – no commissions|
|Best product suggestions to execute Plan|
|Online tools for actions|
|Total financial snapshot at your finger-tips|
|In house Research team|
|Follow Up/ Course Correction|
|Quarterly And Annual Reviews Of Plan progress|
|Access To Your Account From Any Location|
|Long term relationship-not transactional|
Rajiv is the Founder and Managing Director of Serengeti Ventures Pvt. Ltd.
Rajiv has 23 years of work experience at the highest level in Financial Services including Citi, HSBC and AEGON Religare Life Insurance.
He found his way to Financial Freedom by age 42.