• FINANCIAL PLANNING

    Planning for Your Financial Freedom, Planning for Your Future

  • RETIREMENT PLANNING

    Planning for Your Financial Freedom, Planning for Your Future

  • HEALTH INSURANCE

    Planning for Your Financial Freedom, Planning for Your Future

Our Services


Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home .

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving

Wealth Management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.

Risk management

Today’s lifestyle and elaborate financial world is making us more prone to risks that were not even assumed to exist in the olden days.

NRI Services

There are certainly attractive avenues in India, where NRIs obtain the freedom of investing into diversified asset allocation and significantly build

Estate Planning

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future

Meet Your Financial Friend

We help our clients reach their Financial Goals Through Goal Planning.

Your Financial Friends was Started by Our Managing Director Bobby Aggarwal Owner, who started their carriers as Relationship Executives at financial Advisory firm and later Started their financial Advisory Business under the name of Your Financial Friend Right now

We Focus on Financial Planning through Mutual Funds, Life Insurance, Health & General Insurance. We help our clients reach their Financial Goals Through Goal Planning. We believe that investing without any defined goal is like boarding a train without a defined destination.

When should I start investing in Mutual Funds?

There is no reason why one should delay one’s investments, except, of course, when there is no money to invest. Within that, it is always better to use Mutual Funds than to do-it-oneself.

There is no minimum age when one can start investing. The moment one starts earning and saving, one can start investing in Mutual Funds. In fact, even kids can open their investment accounts with Mutual Funds out of the money they receive once in a while in form of gifts during their birthdays or festivals. Similarly, there is no upper age for investing in Mutual Funds.

Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

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