About Value Planning

Value Planning was set up to provide unbiased financial advice. We do not sell products. 

Our clients are always our first priority. Our aim is to grow with our clients.

Family and friends were our first clients. All our clients receive the same advice our family members do.

Value Planning is a trademark for :

Daniel D’SouzaFinancial Planner and Portfolio Manager

FPSB-certified for

1.  Financial Planning
2. Risk Analysis & Insurance Planning
3. Retirement Planning
4. Investment Planning

 

ICICI Securities sub-broker and channel partner.

AMFI-certified distributor for Mutual Funds.

Member of BNI India.