Banking Accounting
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We bring over 35 years of public practice experience to our
clients. our firm is a family business.
About Company
Why Financial Independence?
It just seems like an excellent first step in life.
If you arrive at a campsite, what’s the first thing you do?
Set up your tent, unroll your sleeping bag, and collect some firewood. That way, it’s all done, and you don’t have to worry about that later. When it gets dark or rainy, you can spend the rest of the evening doing whatever you like.
Similarly, in life, the first thing you should do is solve the money problem. Once that’s solved, you can do whatever else you might want. But translate that money problem first, so you’re not stuck doing it later.
If any one of these lines feels relatable, Financial Independence is what you need:
If you arrive at a campsite, what’s the first thing you do?
Set up your tent, unroll your sleeping bag, and collect some firewood. That way, it’s all done, and you don’t have to worry about that later. When it gets dark or rainy, you can spend the rest of the evening doing whatever you like.
Similarly, in life, the first thing you should do is solve the money problem. Once that’s solved, you can do whatever else you might want. But translate that money problem first, so you’re not stuck doing it later.
If any one of these lines feels relatable, Financial Independence is what you need:
I want to go back to the days when I didn't have to care if I was employed and could do what I wanted all day.
I want to be able to work at a job for fun regardless of how much it earns me.
I want to work because it's fulfilling and not because I need the money.
I want to be free to drop my job without hesitation if something more meaningful (such as a family member's health) arises.
I want to be with my daughter as much as possible, even when she goes to college and makes it herself.
It all boils down to "l want employment to shift from top priority in my life to bottom priority." I refuse to be shackled by the rat race my whole life.
I don't want that kind of life. I want to work to live, not live to work. I don't want to worry about bills every second of the year.
I am scared. I fear waking up one day without the skills to be marketable (or with an automated job), with a family to support.
I am scared that the pension I was expecting will be legislated out of existence. I am scared of future health problems taking me from the workforce. I am afraid I won't be able to provide for my children the way my parents provided for me.
Financial Independence is a part of the antidote to that fear, along with continued education (personal and professional), proper diet, exercise, civic duties, some insurance products, and loving relationships.
Why join the webinar?
To begin learning how to be Financially Independent.
To learn to not be exhausted from the long workdays and overtime, and ditch friends and family. To begin learning not to drop everything the moment your boss twitches his fingers
In other words, to begin learning to be free.
The webinar will be undertaken by Mr. T. Suresh an experienced financial planner and founder of CEBR Financial Planners. He will also be joined by Mr. Aditya Maheshwari, an experienced professional who through strategic investments has achieved Financial Independence at a young age and believes in living life.
In their words, Financial Independence allows you-
- To live your life without having to worry about working for money
- To have the freedom to do what you want with my time - volunteer, spend time with your family, lay in bed, read a book, or whatever your heart desires. Of course, within reason and budget.
- To be able to leave your soul-sucking job and figure out what you want to do in life
- To not have to work 50+ hours per week (don't forget commuting) only to use most of our expenses for work-related things. FIRE can take you out of this rigid paradigm so you can see what life truly holds.
Our Founders
Mr. T. Suresh
Mr. T Suresh, Founder, CEBR Financial Planners Private Limited, is a management graduate from the International College of Financial Planning, New Delhi.
He has worked with the Development Bank of Singapore & Dawnay Day AV India, a UK-based wealth management firm in India, before starting his own company, having expertise in goal-based financial planning.
His passion for this industry led him to find his company in January 2012 with the sole aim of creating a niche for him in financial planning. Today he is widely known as a retirement expert. Mr. T Suresh, for the last seven years, has been a trainer on the broader aspects of Personal Financial Planning, including inheritance planning, taxation, HUF & so many other elements, etc.
Today he has customized modules for MDP (Management Development Programme), EMC (Enhancing Managerial Competence) & General Management Programmes, which are mandatory for the promotion of employees. He also conducts regular investor awareness programs. He is also the finance Coordinator of the All India Professionals’ Congress, Delhi State. Last, he is a “C Certificate “holder in NCC (Army Wing) senior division.
Mr. Aditya Maheshwari
*This is the introduction*
A computer engineer from Pune University and MBA from IMT Ghaziabad by qualification. Having ten years of experience in Sales and Channel Management, worked in Axis Bank, Citi, and Piramal group.
Having a keen interest in personal finance and driven by FIRE, goal-based investing has allowed him to achieve Financial Independence (FI).
*Show the next part as a quote*
“Financial Independence gives you the power to produce, think, learn, create, and adapt. More important than how we achieve financial freedom is the why. Find your reasons why you want to be free and wealthy. For me, my goal isn’t more money, the goal is living life on my terms, and I want to assist you in identifying your goal.”
Our Products
Secondary & Government Bonds
One of the least explored area to generate fixed & guaranteed regular income. It offers you much better rates compared to most bank FDs. We will help you buy the proper bond at the right time & price.
Stocks
How many times have you had this thought? I would start investing in stocks if I could get the best advisory. I feel it's reserved for the rich, which helps them be richer.
We wanted to change that, so we partnered with the best advisors, reduced the thresholds, and made them accessible.
Startup Investing
The investment tool is only available to the rich. The power of accessing the best investment deals. The investment has the potential to swing your fortunes. We bring you the opportunity to have investments in the next big startup as a part of your portfolio.
International Equity
A landmark everyone wants to reach, but the path is confusing/challenging. We have simplified this for you. Be it US equities or global funds; we bring you industry-best solutions at a click.
Mutual Funds
An easy and simple mechanism to generate long-term wealth. Though this narrative is only partially true with more than 2500 funds on offer, not every fund is suitable for you, nor will it help you to achieve your goal. We ensure that your money is invested in the appropriate funds which suit your risk profile and purpose.
P2P lending
A relatively new investment product to generate monthly income. As an investor, you rely on technology platforms to do their work and connect you with worthy borrowers. We have done the shortlisting for you and identified the best industry investment platform. They are reputed and easy to use, carrying significantly less risk of loss due to fraud with meager default rates.
Secondary & Govt Bonds
What if we tell you that to generate fixed & regular income, there is a better tool than FD or annuity.
Bonds are the least explored area to generate fixed & guaranteed regular income. It offers you much better rates compared to bank FDs and annuity plans. We will help you buy the proper bond at the right time & price.
