Financial Services - Individuals

Over the last few years, the terms financial planning and personal finance have gained continued importance. Given the macro economic environment, changing lifestyles and inflation, every individual needs to have a financial plan in place to deal and combat the same. It is needed to plan for your children’s education and also to maintain a decent lifestyle post retirement. A sound financial plan would also help one to tide over medical emergencies and other unforeseen unplanned expenditures.

Financial planning sets a roadmap for your financial future. It shows the steps to reach where you want to be from where you are today. The two essential requisites for a successful financial planning are discipline and strict adherence to the plan outlined.

We at Markone help you, by understanding your needs, setting objectives, recommending and executing solutions that suits your risk appetite and achieves your goal.

Financial planning is not about having more, but doing more with what you have.

Our strategy:
We follow a ‘need based solution’ strategy; wherein we assess clients’ requirements and then offer them a solution that is most advantageous to them.

Our approach involves:

  • Detailed analysis of the needs of our clients.
  • Thorough understanding of various product solutions in the market. 
  • Providing solutions which are most advantageous to them and aligned to their needs.

Our aim is to add value to our clients and maintain a long standing relationship with them. We ensure our clients, a complete transparency in all that we do so that they can make informed decisions every step of the way.

Individuals Solutions

  • Financial Planning: A good financial plan would place you in a better position to manage your funds in the right way and more efficiently; thereby helping you achieve your goals and meeting contingencies.
  • Children’s Future Solutions: Children’s Future Solutions help achieve your dreams for your child by planning for future expenses with regards to education, marriage and the like.
  • Wealth with Protection Solutions: A twin package offering you life cover and flexible plans to achieve your financial goals, by encouraging regular savings.
  • Health and Wellness Solutions: With increasing medical expenditure, these solutions work best by insuring yourself and your family against major illnesses and injuries.
  • Retirement Solutions: These solutions help you plan, implement, execute and ultimately enjoy a comfortable standard of living post retirement.
  • Tax Planning: Payment of taxes is inevitable, but an effective tax planning would show you short-term and long-term strategies that would help minimizing the tax bill.


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