Financial and Investment Planning – Route To Luxury
- +91-98992 89695
- info@routetoluxury.com
Invest with Confidence
Helping you plan a bright future!
Connect With Mr Ankur Mehra
+91-8800194701
About
Planning Future
We help create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We never rush or impose anything. We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common–a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Financial Goal Setting
We help create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Superior Investment Strategy
We make best of Modern Finance & Technology work for you. Basis Your Goals, Risk profile & Financial details we run many simulations to create a custom portfolio that meets Your needs!
Seamless and Online Platform
All aspects of finances are interconnected in life. They don’t exist in silos, which is why we created one platform to build and manage your financial decisions. You can access details and perform transactions on the go.
Financial Education
Never feel lost or out of control on your path to financial freedom. we clear all your doubts and queries at length so that you understand how your money is being managed and you become financially smart.
Retirement Planning
Retirement planning is must for a happy post-retirement life without compromising on your living standards. Rising inflation & high cost of living has made retirement planning in India an important aspect of financial planning.
Real Estate
We walk together on the road towards that dream home. Not only we plan your investment to meet your goal of own house, we also assist you in getting maximum loan at least possible rate.
How It Works
This is a general workflow. How financial planning actually unfolds will depend on case to case basis.
Connect With Mr Ankur Mehra
+91-8800194701