Manju S. Tumkur, CFP Certified Financial Planner

Manju S. Tumkur, CFP Certified Financial Planner I strive to facilitate an overall financial wellbeing of our clients through sound Financial Plannin The 6-step processes of Financial Planning are:

1.

I am in responsible charge to help deliver our company's Purpose, Mission, Vision & Goals. This is to strive to facilitate an overall financial wellbeing of our clients through sound Financial Planning processes in a knowledgeable & professional manner. Financial Planning is a 6-step process of determining whether & how an individual can meet life goals through the proper management of financial r

esources in an objective, integrated, comprehensive & holistic manner through the development of a sound and viable written plan. Establish & define Client-Financial Planner relationship,
2. Gather client data (including goals),
3. Analyze & evaluate client’s current financial status,
4. Developing & presenting Financial Planning recommendations & alternates;
5. Implementing Financial Planning recommendations &
6. Reviewing, Revising & Monitoring your Financial Plan. We do not give verbal advice and over the internet. We continually learn about global geopolitical situation, economy, commerce, interest rates, PPP, imports, exports, commodities, foreign exchange et cetera; at a micro level the Indian constitution, laws, regulations, guideline and what have you. We are ignorant about you. Like hospitals and doctors, we have a protocol to follow. The protocol is in the form of a strict adherence to Code of Ethics; Rules of Professional Conduct and 6-Step Financial Planning Process. We do not give incidental advice on say your Tax Planning or your Kids Education/Marriage or your Retirement. Financial Planning addresses your life financial goals through proper & continual management of your current resources. This is similar to planning for a holiday such as the date of departure, budget, mode of transportation, places to take breaks, resting places, places to visit, places to eat and refresh, date and time of arrival et cetera. Imagine doing all this without having to have a plan!

A day that reminds us of the values that strengthen communities and bring people closer together. May the spirit of comp...
26/08/2026

A day that reminds us of the values that strengthen communities and bring people closer together.
May the spirit of compassion, kindness, and peace continue to guide us in all that we do.
Milad-un-Nabi Mubarak. https://web-link.co/hf7si

Consistency is what keeps long-term goals moving forward.If you SIP is pending, now is a good time to restart it and sta...
25/08/2026

Consistency is what keeps long-term goals moving forward.
If you SIP is pending, now is a good time to restart it and stay invested.


To contact, visit: https://web-link.co/hei7o

The future isn't built in a moment.It's built through the choices you continue making.If your SIP is on pause, consider ...
20/08/2026

The future isn't built in a moment.
It's built through the choices you continue making.
If your SIP is on pause, consider restarting it

Stay consistent with your SIP.



To contact, visit: https://web-link.co/hd8o4

Celebrate the spirit of freedom and take a step towards financial awareness.Take the quiz now - https://web-link.co/hb8e...
15/08/2026

Celebrate the spirit of freedom and take a step towards financial awareness.
Take the quiz now - https://web-link.co/hb8es

Address

1855, 33RD Cross, 10TH Main, BSK 2ND Stage
Bangalore
560070

Opening Hours

Monday 7:30am - 7:30pm
Tuesday 7:30am - 7:30pm
Wednesday 7:30am - 7:30pm
Thursday 7:30am - 7:30pm
Friday 7:30am - 7:30pm
Saturday 7:30am - 7:30pm
Sunday 8am - 12pm

Telephone

9448162202

Website

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