Sykes & Ray Financial Planners - Financial Planning, Insurance, Investment, Retirement, Tax, Life's Goals & Dreams - Mumbai - India

Welcome to Sykes & Ray Financial Planners

Happiness is not in earning more money or having more wealth. Happiness is in achieving your life’s dreams, fulfilling the promises you have made and having peace of mind. That’s the driving principle for us. Sykes & Ray Financial Planners, the pioneers of Professional Financial Planning Services in India with a team of Certified Financial Planners guides you to think ahead and reach ahead in life by offering holistic Financial Planning Services by qualified professionals.

Sykes & Ray’s Holistic Approach

Sykes & Ray’s Holistic Approach to Financial Planning sets us apart from other Financial Advisors in the market. Our services are delivered through a well-established and popular Six-Step Process of Financial Planning covering activities like establishing relationships, gathering client data, analyzing client situation, developing financial plan, implementing recommendations and monitoring progress. We ensure all the Components of Financial Planning like fundamentals, insurance, retirement, investments, taxes and estate are taken into consideration and are not treated in isolation while recommending strategies. The ultimate goal of Financial Planning is to ensure you achieve Your Financial Objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life changing events and attaining financial discipline in life. We welcome you to explore and benefit from this holistic approach to Financial Planning which is now available in India.