Call Us: +91 7208810886
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    Experience Peace of Mind & Feel Confident In Our Expertise
  • Goal Based Financial Planning Tools
    Helping you to achieve financial goals
  • OUR RESPONSIBILITY
    To Give Your Aspiring Goals A Unique Direction
  • Receive Customized Guidance
    No Matter What Stage of Life, We Can Help….
  • I wish I had planned for my retirement
    Most saddest statement one can ever make in their life.

Personal Financial Planning for Everyone

From a company that believes in taking you to reach your goals through a least possible risk route.

Work with a Financial Planner with practical experience in financial industry for the last 10 years.

Other Services

Child Education Planning

With spiralling education costs it has become extremely necessary to plan for your childs education well in advance.

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Child Wedding Planning

Giving your children the wedding of their dreams requires a lot of careful financial planning.

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Retirement Planning

Even if it seems a long way off, it pays to plan for your retirement as early as possible.

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Tax Planning

Tax planning is an exercise undertaken not to avoid taxes but to save taxes.

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Dream House

We can help you achieve your dream house with our comprehensive plans.

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Custom Goal Planning

We can help you plan for all your goals well in advance.

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One line is enough to describe Life N Legacy Financials. "A reliable firm with quality services."

Mr. Nilesh Vairat

Software Engineer, Atos India

It's a pleasure to get associated with Life N Legacy Financials. Extraordinary Service & Quality Planning.

Mr. Rajib Datta

Deputy Manager, Zydus Cadila.

Mr. Raja and Life N Legacy Financials are synonym of Financial Planning for me.

Sajid Bhawra

Senior Financial Associate, J P Morgan

Having a client base of more than 1500 in the last 11 years.

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About Me

Financial Planner with practical experience in financial industry for the last 11 years. Have worked with one of the leading bank in India.

Currently providing Risk Management Solutions, Tax Planning, Wealth Creation ideas, Word Child Education & Future Planning & Retirement Solutions to a number of service class people & Professional's like MBA'S, Doctors, Businessmen, Entrepreneurs, Software Engineers, Advocates, Architects, CEO'S, CFO'S etc.

Having a client base of more than 1500 families in the last 11 years.

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Contact Us
  • Address:
    Office No. 122,
    1st Floor, Sky Lark Building,
    Plot No. 63, Sector 11,
    CBD Belapur, Navi Mumbai, Pin: 400614.
  • Phone: +91 7208810886
  • Email: [email protected]
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