About Us

Financial Planning Simplified was born with a single objective, of providing a convenient, cost-effective,
process driven and goal oriented financial advice for the clients. Be it insurance,

We own a highly talented team of chartered accountants, tax advisers, financial planners and investment managers – driven by the passion to impart financial literacy among clients and investors. No matter whether you are starting a business, saving for college, planning for retirement, alarmed with tax implications or looking to manage your properties smartly, Financial Planning Simplified is here by your side to appraise all your financial needs. We design a holistic financial plan customized specially for your life – to help you live more confidently and happily today and tomorrow.

Being an AMFI Certified Mutual Fund Distributor, we are engaged in distribution of manifold financial asset classes like Debt Mutual Funds, Tax Saver Funds, Life Insurance, Equity Mutual Funds, Health Insurance, Corporate Fixed Deposits, General Insurance, etc. We endeavor to develop a portfolio with a blend of the finest insurance plans and mutual funds so as to transform your dreams into reality.

We have helped business owners, corporate professionals, families, NRIs and self-employed professionals to gain financial clarity, create an investment strategy, maximize tax efficiency and implement a robust action plan. No matter the direction life takes you, our financial advisors will help map out all aspects of your financial future, with dedicated assistance.

For us, each client is unique and important. What sets us apart from our competitors is that we strive to achieve perfection in every minute aspect.  With our no compromise and transparent approach, we are making our mark as a niche player in the financial industry. We’ve proudly served generations – protecting what’s most significant. Our success lies only in making our clients achieve their goals and attain peace of mind over their finances.

We look forward to working with you!!,br>

Our vision is “to serve as a trusted financial advisor, a thought leader, and a valuable resource to individuals, families, and entrepreneurs”.

Our mission is “to create a positive impact on the lives of our clients by providing comprehensive advice, quality products and exceptional financial planning services.”

Core Values
Integrity, customer satisfaction, honesty, confidentiality and professionalism are the core values that we stand by at all times.

Fpsimply Health Insurance article

Health is something one should not take for granted. A hale and hearty person is capable of leading a very happy and peaceful life. But in this fast-paced life, we often fail to take good care of our health because of work stress. Sometimes we indulge ourselves in something which leads our health to deteriorate like having junk and unhealthy food etc. We cannot predict diseases from before and we don’t have any control over it. But we surely can secure it by opting for good health insurance. Health insurance comes with several benefits and saves a lot of your money. In today’s era, health insurance is very necessary because of increasing medical costs. Don’t get afraid. FP simply comes as a
savior for you for all your health insurance-related concerns. Your health is our priority and we are here to aid you by taking all the responsibilities of medical expenses ensuring you a peaceful life. Our services provide the best plans and schemes at the best prices. Our plans are categorized as- Senior citizens- SENIOR CITIZENS RED CARPET HEALTH INSURENCE PLAN, Family plans- STAR COMPREHENSIVE
INSURANCE POLICY, Top Up- SUPER SURPLUS INSURANCE POLICY. You can choose your health insurance policy according to your preferences. We offer a varied range of medical insurance policies with high standard features and facilities to choose from.
In the recent years, It has been noticed that there is a rising incidence of health issues even in young people, it has genuinely become very necessary to have a good health insurance plan for you and your family in order to secure your health and money. But still, some people often avoid health insurance policy because of some reasons.
But we should always remember the saying ‘health is wealth’, therefore, it is very important to understand that spending a little amount of money on a premium will not only make your tensions go away from you but also health insurance policy will come in handy at the time of need. You can avail of the best treatment available without worrying much about money matters. Every time you go to a hospital for any purpose such as to do some tests etc., it makes a hole in your pocket. Buying a health insurance plan reduces your troubles of paying so much for treatment. Ignoring any kind of critical illness can kill your health forever as well as put your family’s financial security in danger.
With no known cure diseases, it is vital to get admitted to hospitals that offer good quality treatment. Such hospitals generally come with expensive treatment, which is why health insurance is a necessity and we are here to help you and lessen your stress by offering the right health insurance for you and your family keeping your requirements in mind.
Choose Fpsimply for all kinds of health insurance guidance and choose plans that suit them best with your requirements and the rest entirely will be taken care of by us. Happy health to you.