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financial planning road map
our offerings
we are wiremesh
creativity always bleeds from the touch of inspiration
our team
sanil ryan pinto
darshak patel
our services
partners
+91-9920-333-084
contact
H2
financial planning road map
we are the custom tailors of the financial world.
how about some fun facts about our agency?
meet the team who built the dream
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info@www.wiremeshconsulting.com
mumbai, india
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monitoring
launch
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1) risk
planning
2) earlyplanning
for retirement
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4) starter
financial planning
5) comprehensive
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info@www.wiremeshconsulting.com
ffreedom financial planners 506/507, morya landmark-ii,
link road, mumbai, maharashtra
H4 who are we?
who are we anyway?
founder
sanil ryan pinto
founder
it manager
darshak patel
it manager
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financial planning road map
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follow us on twitter http://twitter.com/wiremeshc
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3 years ago http://twitter.com/wiremeshc/statuses/408602567568924672
facebook https://www.facebook.com/wiremeshconsulting
linkedin http://in.linkedin.com/pub/sanil-pinto/38/347/6a4
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home financial planning our offerings about team products & services partners blog contact inquiries login financial planning road map would you undertake a journey, without knowing the destination ?? we simplify your road map with our proprietary services financial planning road map discovery goals portfolio monitoring launch are you ready to start a conversation? get in touch our offerings with our financial advise we give wings to your financial dreams we’ve created three distinct offerings to help give you choices. with each of these offerings, you’ll have the support of our highly trained certified financial planners, access to experienced and qualified investment specialists, and the reach to over 100 financial services firms to meet your needs and requirements. 1) riskplanning product specifications: advise on existing life insurance advise on existing health insurances advise on existing asset insurances emergency planning recommendation on life insurance needs recommendation on health insurance needs recommendation on asset insurance needs note: top-up goal cannot be availed with this plan. client has to give surrender values of the policies for accurate analysis of insurances. we will help the client to surrender the policies but his participation would be needed. there may be nominal fees for the surrender. advise on existing mutual funds, goal based planning and asset allocation is not a part of this product. retirement planning will not be done. identifying the succession planning needs will not be covered. target audience : this product is meant for those people who have a significant insurance portfolio and feel the need to scrub it. this product can also cater young individuals as generally they need to get covered for a much higher risk attached to their life and health. 2) earlyplanningfor retirement product specifications: advise on existing life insurance advise on existing health insurances advise on existing asset insurances emergency planning recommendation on life insurance needs recommendation on health insurance needs recommendation on asset insurance needs data collection & goal setting asset allocation & planning for retirement identifying succession planning needs note: top-up goal cannot be availed with this plan. client has to give surrender values of the policies for accurate analysis of insurances. we will help the client to surrender the policies but his participation would be needed. there may be nominal fees for the surrender. this plan is meant for people who are far away from their retirement target audience: this solution is meant for only those individuals twho want to start planning for their retirement at an early stage and have ample time on their side. this solution will focus mainly on accumulation & not distribution. 3) dual goal planning product specifications: advise on existing life insurance advise on existing health insurances advise on existing asset insurances emergency planning recommendation on life insurance needs recommendation on health insurance needs recommendation on asset insurance needs data collection & goal setting planning for goals ( 2 goals ) asset allocation for goals identifying succession planning needs note: retirement planning will not be taken as a goal. client has to give surrender values of the policies for accurate analysis of insurances. we will help the client to surrender the policies but his participation would be needed. there may be nominal fees for the surrender. the two goals identified in the review years will be the same as the first year’s goals target audience: this product is meant for those people who are looking at planning only for a few specific goals. they may want to get a taste of financial planning at an early stage before they take a plunge for the holistic comprehensive planning. 4) starter financial planning product specifications: advise on existing life insurance advise on existing health insurances advise on existing asset insurances emergency planning recommendation on life insurance needs recommendation on health insurance needs recommendation on asset insurance needs data collection & goal setting retirement planning planning for goals ( 2 goals ) asset allocation for goals identifying succession planning needs note: client has to give surrender values of the policies for accurate analysis of insurances. we will help the client to surrender the policies but his participation would be needed. there may be nominal fees for the surrender. the two goals identified in the review years will be the same as the first year’s goal. target audience: this product is meant for those individuals who have limited goals at the current juncture of their life. the started plan is ideal for the individuals who want to experience the over all planning process, including retirement planning ,but want to start with a limited set of goals. 5) comprehensivefinancial planning product specifications: advise on existing life insurance advise on existing health insurances advise on existing asset insurances emergency planning recommendation on life insurance needs recommendation on health insurance needs recommendation on asset insurance needs data collection & goal setting retirement planning planning for goals ( 2 goals ) asset allocation for goals identifying succession planning needs note: client has to give surrender values of the policies for accurate analysis of insurances. we will help the client to surrender the policies but his participation would be needed. there may be nominal fees for the surrender. target audience: this is the most exhaustive plan which we can offer to our clients. it gives a holistic picture to an individual about all the aspects of his finances and it gives suggestions considering emergency planning, risk planning, goal based planning, retirement planning and succession planning. 6) servicesincludes our comprehensive financial planning service includes: dedicated financial planner [fp] conference call & meetings with your financial planner at your discretion. one-on-one data collection & goal setting advice on your existing portfolio in-depth analysis of the data detailed financial plan][writing,presentation & approval] action plan [summary & specific action points] roll out implementation of the action plan access of ffreedom world [customer portal] monthly statements & regular updates annual re-balancing goal based reports monthly newsletter reminders [ sip, premium, renewals] our expertise: we, at wiremesh, will provide you with the best of our services which will include a written financial plan : analyzing your budget and your current financial situation will help us draw a written financial plan that will be tailor made to suit your needs and achieve your goals. one adviser – all products : we are a single window for all the products [eg. mutual funds, insurance, gold etfs, bonds loans, real estate, will, trust, power of attorney and more] consolidation of all statements : all your investments will be mapped onto a single consolidated statement. review and re balancing : reviewing your current plan to understand the changes and re balancing it to fit your goals is what we offer and belive in. we are wiremesh wiremesh is india’s leading financial planning firm & helping people get excited about their financial lives. wiremesh is powered by ffreedom which currently has its presence in mumbai, pune, delhi and indore. the team is over 200 strong of which 30 are cfp’s (certified financial planners) who are we?we are the custom tailors of the financial world. who we are wiremesh is india’s leading financial planning firm doing great things for good people. wiremesh is powered by ffreedom which currently has its presence in mumbai, pune, delhi and indore. the team is over 200 strong of which 30 are cfp’s  (certified financial planners) we are associated with more than 100 of india’s biggest corporate houses which enables us to provide best in class products to our clients. we believe financial planning is for everyone, combining our expertise in the finance sector and our knack for keeping things simple wiremesh is helping individuals in becoming clear and excited about their financial lives, by providing customized innovative solutions leading in the creation of individual wealth. why choose us we firmly believe that in every part of your life, the key to producing outstanding results is to surround yourself with the best people you can find. by choosing us, you will be dealing with certified financial planners who know their way around the world of finance. we will guide and mentor you in achieving your goals and aspirations. experiencing the very best in service, through dealing with friendly, helpful, and truly devoted people, will leave you feeling great. why wouldn’t you want to spread that around? mantra we spend a lot of time talking to customers face to face, we believe in making a customer not a sale we exist to serve clients and that the customer’s success defines our own.we spend a lot of time talking to customers face to face, we believe in making a customer not a sale we exist to serve clients and that the customer’s success defines our own. why the name wiremesh a wiremesh is combination of different strands when woven together imparts security and strength. we chose this name to reflect the integrated nature of our services. an array of financial products interwoven with great service offering will provide your with a financial portfolio and future which is secure and strong how about some fun facts about our agency? 680pizzas ordered 99clients worked with 169projects completed 30magazines published creativity always bleeds from the touch of inspiration our team professional & outstanding ideas of our passionate team makes us unique in every sense. who are we anyway?meet the team who built the dream founderview profilesanil ryan pinto×sanil ryan pintofounder sanil is the founder of the company and heads the strategic investments arm for wiremesh. sanil has been in the bfsi (banking and financial services vertical) for more than a decade, some of the clients that he has worked with include hsbc and barclays credit cards to name a few. he believes the most effective way to empower clients is to educate them. sanil is backed by a team of over 200 individuals out of which 30 are certified financial planners,  the backing of the team allows sanil to participate in various customer centric activates like organizing and  leading seminars.on financial planning in some of india’s top  corporate houses. at wiremesh sanil is never at rest. he is constantly looking to identify newer, more efficient partnerships and opportunities to better the direction of the company and benefit its clients. as a result of these partnership’s wiremesh can offer its clients products from some of india’s top 100 corporate houses. sanil’s aim is to get retail clients excited about their financial lives and to make wiremesh the most preferred financial planning company in india. sanil’s standard skills financial planning portfolio management retail loans tax planning insurance corporate loans direct equity & mutual funds social sharing icons email facebook it managerview profiledarshak patel×darshak patelit manager darshak’s technical skills web design ux design brand package wordpress social sharing icons email “here’s few leading corporate houses that some of our clients work for”                follow us on twitterthoughtful financial planning can easily take a backseat to daily life.3 years ago owning a home is a keystone of wealth - both financial affluence and emotional security.3 years ago a big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.3 years ago our services are delivered by our team with years of experience are passionate about financial business.3 years ago we are india’s leadingfinancial planning firm & helping people get excited about their financial lives.3 years ago our services our services are delivered by our team with years of experience are passionate about financial business. products life insurance health insurance home insurance travel insurance motor insurance corporate insurance mutual funds loans services direct equity fixed income services financial planning wealth management will creation real estate are you ready to start a conversation? get in touch what our clients say “my stress reliever” it makes me proud to say that i have invested my time at the perfect place. mahesh shinde dy. director it - hinduja hospital “if planned carefully, any goal is possible” it seems that any goal is possible to achieve, given careful financial planning. ffreedom has crafted our financial plan with tremendous attention to detail and made look difficult goals achievable.vivekanandan sankaranarayanan oracle financial services software limited “its truly liberating” the financial planning team ensures that one gets the required back-end support to manage the financial affairs, which leaves one free to better leverage ones own strengths. in this it is more that just freedom, its truly “liberating” .sandeep narang md & ceo, snowcem paints pvt ltd. “thorough professional” i have known sanil as a colleague and as financial advisor to me & my husband. sanil has been an excellent service provider when it comes providing right advice, understanding person’s personal/professional situation and what he/she wants to achieve, he’s not pushy when you can’t and a thorough professional. rashmi khan “game changer” i always thought the world of finance was very complex and never could understand how to choose one investment option over the other. working with sanil has changed all of it – he has simplified my investment outlook and made my financial goals crystal clear – “my ship now has a destination. gautam sarkar sound engineer “ “a concept worth paying a fee for”” i appreciate the passion & care with which you handled the whole planning process & also the way your company works. it is, certainly a unique concept & worth paying a fee for as also the satisfaction one gets from it is immense. rohit pophale hdfc bank ltd. wholesale banking operations “now, i have complete control on my finances” if you are lost in the world of finance and need a helping hand in taking you through and to plan your financial future than look no further. mahendra aher project manager- infosys “freedom from my worries” i was fortunate to come across “ffreedom” at this time who actually gave me freedom from my worries. they now play an important role in my financial planning which is one of the pillars of life apart from health. jasmeet singh ceo- blue lotus “visibility into the future” i liked the way they explained the rationale behind the decisions and gave options to choose from. like everyone, i had done some financial planning but now i feel assured that it is validated and fine tuned by professionals using proven techniques. it gives me visibility into the future and ability of course correction. manish anandani senior manager r&d –symantec ceo- blue lotus “the clients interest is at the forefront” they keep their client interests the utmost. i am truly impressed with their service. i have refereed my colleagues to them. and their experience is similar to mine.vijay mhaskar vice president- information group symantec “the clients interest is at the forefront” they keep their client interests the utmost. i am truly impressed with their service. i have refereed my colleagues to them. and their experience is similar to mine.ashley lobo vice president, building construction international copper promotion council- india partners industry is the soul of business and the keystone of success is great business partners all dmat & equity financial planning fixed deposits general health insurance life insurances freedom financialfinancial planning liclife insurances landmarkgeneral way2wealthdmat & equity nj wealthdmat & equity fundz indiadmat & equity kotak lifelife insurances max bupahealth insurance apolo munichhealth insurance icici lombardhealth insurance bharti axageneral national insurancegeneral shreramfixed deposits dhflfixed deposits hdfc ltdfixed deposits mahidra & mahindrafixed deposits l&thealth insurance religarehealth insurance star health bajajhealth insurance tata aiggeneral ifco tokiogeneral future generaligeneral hdfc ergogeneral orientalgeneral reliancegeneral bajaj lifegeneral, health insurance, life insurances hdfc lifelife insurances birlalife insurances icici prudentiallife insurances max lifelife insurances info@www.wiremeshconsulting.com+91-9920-333-084mumbai, india contact we'd really love to hear from you so why not drop us an email and we'll get back to you as soon as we can. +91-9920-333-084 call us info@www.wiremeshconsulting.com send a mail ffreedom financial planners 506/507, morya landmark-ii, link road, mumbai, maharashtra message email facebook linkedin developed by techmates solutions back to top


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