Thripti Services

VISION

To become the most preferred destination for Financial Planning and relevant solutions.
MISSION
To empower our clients with financial education and appropriate advice that’s only in their best interest. Thripti Services will work towards delighting clients by providing honest services and by keeping abreast of the latest developments in the field of finance.

THRIPTI SERVICES is co-started by
Mr. S.M. Sri Bharath B.E., PGDMM and a CERTIFIED FINANCIAL PLANNER CM . Prior to Thripti Services, Sri Bharath worked as a Senior Investment Consultant and Financial Planner in one of India s best Financial Planning and Mutual Fund Research Company. Sri Bharath brings with him the required expertise and experience to develop personalized and customized financial plans, value added with Investment recommendations that are backed by process based research.
&
Ms. Gayathri B.Com, A.C.A., who has over 4 years experience in the field of personal finance. A Chartered Accountant, by profession, she possesses knowledge and experience in the areas relating to taxation and investment planning for 3 years.

INVESTMENT PLANNING
This service is ideal for the individuals who wants to plan for a single objective. The objective may be wealth accumulation or to ascertain a specified quantum of money at a particular point of time.

The investor would be advised on:
Asset Allocation
Suitable Portfolio Mix
Specific Investment Instruments

Do you clearly understand the term “Retirement Planning” and its importance? 95% of people realize its importance only after it is too late.

Mr. A who is 40 years now and has an annual expense (household, travel, entertainment, healthcare) of 400,000 (just his and his spouse), will require 18,65,000 at age 60, 27,39,000 at age 65, 40,25,000 at age 70 and 59,15,000 at age 75 and 87,90,000 at age 80, just to meet the couples expenses. Assuming Mr. A wants to retire from active work by age 60, he will require a corpus of 4,26,00,000 to take care of their expense from 60 to 80 years, assuming the corpus is invested in a safe portfolio that can generate 8% return post-tax.

Choose our Retirement Planning service which includes almost every aspect that is part of Comprehensive Financial Planning, and the planning is done with just one objective in mind i.e. Your peaceful retirement life.

Thripti Services, 52, Alamu Nagar,
#45, I.O.A.Complex, Sathy Road, E-Mail ID :
69, Royapettah High Road, Coimbatore – 641 012
Royapettah , Chennai – 600 014.