Designing a suitable plan based on your needs, ambitions and aspirations.
Life Planning
Managing money so that you enjoy the brighter side of life.
Short-Term Goal / Ad hoc stages
Optimize your wealth don’t lose it.
The 5P's approach
Passion
A passionate outfit with an endeavour to add value to the offerings.
Privacy
Safeguarding your confidentiality through our secure data system. We make certain that your name is not disclosed to any of our clients.
Philosophy
Our philosophy is clear – to simplify the finances of people by making year wise cash flow. We believe that financial planning is not just about money but your life too.
Peace
Our larger goal is not only managing money but ensuring complete peace of mind.
Process
Behind our uncomplicated process lies a structured method. We create a tailor-made plan based on your goals.
“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.
- Director of MNC company
“I feel more secure. I feel like someone is looking out for my welfare. You have worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.”
- Senior Management - IT professional
Competent and professional operation, which put my mind at ease…
- Surgeon
We felt very comfortable to put our finances in your care and for you to guide us in the right direction. I look forward to a continued relationship with you.”
- Businessman
Pentagraph ensured that I was able to articulate and achieve my financial goals. I thank them for all that they have done and continue to do for me.