Plan Smart. Invest Right. Secure Your Future.
At Korpfintax, we help individuals, professionals, and business owners achieve their financial goals through strategic and personalized financial planning. Whether you’re planning for retirement, saving for a home, funding your child’s education, or growing your wealth — our expert team will guide you with a roadmap tailored to your goals, risk appetite, and timeline.

What is Financial Planning?
Financial Planning is a structured process of managing your finances wisely to achieve short-term and long-term financial goals. It involves:

• Budgeting and cash flow planning
• Investment and wealth management
• Risk management (insurance planning)
• Tax planning
• Retirement and estate planning

Who Needs Financial Planning?
Everyone. But especially if you are:

• Salaried individuals or professionals looking to build wealth
• Entrepreneurs or freelancers with irregular income
• Families planning for education, marriage, or retirement
• Business owners aiming to manage surplus funds
• Senior citizens needing income and estate planning

Our Financial Planning Services Include:
• Goal-Based Financial Planning
– Retirement, child’s education, home, etc.
• Investment Planning & Portfolio Review
– Mutual Funds, Stocks, Bonds, SIPs, FD analysis
• Tax Planning & Optimization
– Maximize savings through smart tax strategies
• Insurance Planning
– Life, Health, Critical Illness & Term Insurance
• Estate & Succession Planning
– Wills, nomination, trust structuring
• Business Financial Planning
– Surplus allocation, founder exit planning, succession

Why Choose Korpfintax?
• Certified experts with real-world experience
• Transparent, unbiased, and goal-oriented advice
• Risk-adjusted strategies for stable wealth growth
• Periodic review and portfolio rebalancing
• One-on-one consultation with long-term support