VisionTo bring a paradigm shift in the way Life & Finances are planned by Individuals in India and emerge as the most referred and trusted brand for Financial Life Planning
MissionTo build awareness amongst all sections of Society with Reliable, Affordable & Quality advice on Financial Life Planning by using Best Global Practices through highly skilled Certified Professionals, well-trained Support Organisation & advanced technology and facilitate Individuals to plan, execute & review their Financial Life.
Comprehensive Financial Analysis
Contingency planning
Insurance Planning (Life)
Insurance Planning (General)
Investment Planning
Tax Planning
Retirement Planning
Succession Planning
When I retired from School, Bank Rates were down. I had question of where to invest and grow money to beat inflation. Whomsoever I consulted in my circle, could not give me full clarity. For so many years, I was the one taking all financial decisions for my family, still I hired Mrs. Supriyaa as a Professional Financial Advisor. She made me realise how to match the Goals with my existing investments plus Retirement Corpus by putting them in different Asset Classes, thereby creating Wealth.
Mrs. Sampada Joshi, Author & Master Trainer
Ex Principal, S I & S S Girls High School, Thakurdwar, Mumbai
I just wanted to reconfirm my existing investment portfolio is in alignment with my future financial goals. Since I don’t have time to manage my portfolio. Mrs. Supriyaa Kubal is handling it efficiently and updating me often.
Sunil Godbole, 46 years
CFO at MNC
Prior to visiting Mrs Supriyaa Kubal. we were totally in the financial mess having 4 personal loans and just other various kinds of loans 2 years back. After doing Financial Planning. she streamlined our liabilities and now we are focusing on our investments for wealth creation.
Dr. Mihir Joshi, 36 years
Professional Photographer
There is an engagement letter which states the entire privacy of our financial data. She is professional and highly believes in work ethics.
Sanjay Patil, 26 years
IT Professional
I am fully satisfied with the services that I have been receiving from Mrs Supriyaa Kubal. I would gladly recommend her to anyone wanting an unbiased straightforward financial planner on their side.
Kalyani Anantkrishnan, 45 years
Single Mother
She made us realize how to map investments with our personal retirement planning.
Harpreet Kaur Saini, 52 years
Salaried Professional
With the services availed, we feel secure in our financial life. Thanks to Mrs Supriyaa for helping us fulfil our financial goals.
Foram Mehta, 35 years
Media Professional
It’s possible to manage income more effectively through financial planning. Managing income helps you understand how much money you’ll need for tax payments, other monthly expenditures and savings. Providing for your family financial security is an important part of the financial planning process. Having proper insurance coverage and policies in place can provide peace of mind for you and your loved ones. We make […]
|
Shop No. 28, 1st Floor, Dosti Shoppe Link, S. M. Road, Wadala (East), Mumbai – 400037 |
 |
+91-9967571463 |
 |
supriyaa@iyojana.com |
 |
Mrs Supriyaa Kubal |
