Professional Financial Advisory Services in India

Financial planning is a step-by-step process designed to help you achieve your life goals and secure your family’s future. After the first step of Financial Assessment and the second step of creating a 360-Degree Financial Plan, the third step is Financial Advisory. It plays a vital role in transforming your financial plans into practical solutions. At Badi Bahen, we ensure this step is simple, effective, and aligned with your unique needs.

What is Financial Advisory?

Financial advisory connects your financial goals with the right investment and insurance products, together we call it financial planning products. It involves a thorough analysis of available options, ensuring every recommendation fits your personal and financial circumstances. Unlike a product-centric approach, our process integrates your financial plan, product expertise, and specific requirements for a well-rounded strategy.

The Badi Bahen Process

Understanding You

We collect key information about your family, income, expenses, and goals. This data helps us build a complete financial profile for accurate recommendations.

Customized Recommendations

Using advanced algorithms, we match shortlisted products with your risk tolerance, goals, and preference, recommending three carefully selected options for each need.

Expert Evaluation

Our team includes seasoned financial planners, risk assessors, and experts in government financial products. We shortlist the top 200–300 financial products.