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financial planning
insurance/mutual fund
wealth counselling
corporate funding

Wealth counselling

"Wealth is not the same as Money"

Wealth Counselling is a structured way of raising your and your family's wealth consciousness to such heights that you as a team are able to differentiate between wealth and money. Today more and more people are joining the rat-race for money instead of raising their wealth consciousness. Once you understand wealth, you no longer have to go after money, instead money comes easily and effortless towards you.

We have one-on-one sessions, seminars and workshop and wealth-audit models involving:

• Fact and belief info gathering, Risk Profiling

• Basics about Money (Rich, Middle class, Poor)

• Wealth Asset Types

• Daily, Weekly, Monthly Activities

• Balance Sheet

• Cash Flow

• Targets to Achieve – Milestones

• The Future Next Level

• Cash Flow Game- Built Portfolio

• Strategy and planning

• Portfolio Management (Investment Opportunities in MFs, Direct Equity, F&Os, Real Estate )

• Monitoring

We have tailor made sessions for

• Doctors

• Architects

• Businessmen

• Teachers

• IT professionals

• HNIs

• Children

We also have unique game based models which can highlight your current wealth consciouness level and help you raise the same.

When I enrolled myself for the Wealth Counseling with Mr. Suresh Nair of ABC paradigms, little did I know that my life was about to change for the better. With just 4 sessions down, I can see and feel the positive change in myself, even my near and dear one have noticed the change. When I say change it’s the change in Mindset …Facts  have always remained facts, but when you receive them, it should come in the most appealing way and most importantly when you are ready to receive it, that when it makes the impact. That’s exactly what I have experienced during my sessions. Exercises given, helped me recognize the loose ends in my daily time schedules, now I have all the time to do things I love.  Realizing the true value of wealth has brought about a paradigm shift in my life.. and I shall always be very grateful for that.- meetali, architect

Corporate funding

In business, many times the difference between success and failure lies in your ability to raise funds at the right time at the right cost to take advantage of an opportunity at hand. Most entrepreneurs despite of all their talents, fail short in this area.

We help such entrepreneurs raise funds through debt route and the venture route.

our approach:

• we do due diligence of the fund seeker
   

• we do due diligence of the investor if it is not debt based
   

• we help entrepreneurs prepare the necessary documentation, project plans, business plans, financial projections, cash flow charts and financial ratios, necessary to present to financial institutions and potential investors
   

• we present the parties with various options
   

• negotiate with each other to reach a win-win
   

• finally help the transaction go through smoothly