Welcome to Modern Munshi

A personal financial plan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go. It includes Insurance, Investment, Retirement, Tax and Estate Planning. We do fee based financial planning. Your plan is designed as per the information you give us in the questionnaire you receive. You are free to buy the products from whomsoever you wish though we do support in the same.

Our integrated strategy will help you weigh and decide on the best fit for investments, tax planning, and insurance in a comprehensive plan that evaluates income, cash flow, debt reduction, insurance, employee benefits, tax planning, and other financial elements.