Prajyot Mutha

About Prajyot Mutha

We adopt a Listen-Plan-Build strategy, in which we first listen to your journey & your approach towards money � your beliefs, responsibilities, dreams, fears & help you understand and prioritize your financial life. Following this, we analyze your Cash flows, Risk appetite, Return expectations and Aspirations, and accordingly build your financial pyramid with five strong foundations: Uncertain events of life like health cover, life cover and accidental cover. Provision for family�s uncertainties like Emergency fund. Non-Negotiable Expenses like Retirement corpus, Children�s education, etc. Provision for Negotiable Expenses like House, Children�s marriage, Vacations, etc. Assets for the next generation like Real Estate, Diamonds, Gifts, etc. A financial plan slowly gives you clarity with respect to knowing what you should and shouldn�t do.