Santhosh Kumar & Financial Planning
About Our Happy Wealth Care Financial Planning Expert's
“Santhosh Kumar financial planner with 15+ years of expertise in developing bespoke financial strategies for both individuals and businesses. Proficient in investment management, retirement planning, and risk assessment, with a proven ability to enhance clients’ financial well-being through tailored, strategic advice.”
Awareness By Our Expert
“With more than 15 years in the field, I am convinced that increasing awareness about saving is key to building financial stability and reaching long-term financial objectives.”
Founder
Santhosh Kumar
Why With Us
“Effective financial planning is essential for achieving long-term stability, enabling individuals and businesses to set and accomplish their financial goals, manage risks, and make well-informed investment and spending decisions.”
Founder
Santhosh Kumar
Retirement Planning
As a financial advisor, guide clients through tailored retirement planning by assessing their needs, setting goals, and adjusting strategies to ensure a secure and comfortable retirement.
Financial Expert
Santhosh Kumar
How to plan for your Child’s Higher Education
Start saving early, choose a suitable investment plan, and regularly review your strategy to ensure you meet the cost of your child’s higher education.
Financial Expert
Santhosh Kumar
How can one attain a 1 Crore portfolio?
To build a 1 Crore portfolio, start early with consistent savings and invest in diversified assets with growth potential, while regularly reviewing and adjusting your strategy.
Financial Expert
Santhosh Kumar
