Loading...
TOMS COTTAGE,VALAKOM,KOLLAM,KERALA
+91 949 77 499 49

Our Services

Retirement Savings Plan

Plan ahead for your second innings. Make it a lifelong holiday. YM Financial Planning Retirement Savings Plan can help you gain financial freedom in your golden years, enabling you to enjoy your retirement tension-free. This savings plan makes it easier for you to enjoy your retirement life by spending time with your family, grandchildren, and friends without stressing over work and income.

Download Brochure

Grand Assured Income Plan

You have worked hard all your life in fulfilling your responsibilities and duties towards your family. There must have been times when your wishes took a backseat to provide for requirements of your loved ones. Retirement is the golden period for you to pursue your interests and realize those wishes which remained un-fulfilled, provided you are financially prepared.

Download Brochure

Immediate Annuity Plan

To lead a comfortable life post-retirement, you require financial security through regular income and therefore you need to invest in a good YM-Financial-Planning retirement plan. With YM-Financial-Planning Immediate Annuity Plan, customize your retirement plan the way you want & get a guaranteed income for the rest of your life..

Download Brochure

Goal Ensuring Multiplier

Presenting YM Financial Planning Goal Ensuring Multiplier (GEM), a solution that provides you with life insurance cover and helps you to invest systematically thereby creating long-term wealth to fulfil your dreams. You can grow your investment with our diverse portfolio of funds that have been consistently performing over the last two decades

Download Brochure

Guaranteed Future Plan

This plan is created to enable you to systematically save and protect you against unforeseen and unfortunate life events, while also offering you guaranteed returns.YM Financial Planning Guaranteed Future Plan ensures that you are able to meet the financial goals in your life with a higher degree of certainty while also giving you complete control and flexibility to customize your plan as per your unique requirements.

Download Brochure

Guaranteed Goal Plan

Introducing YM Financial Planning Guaranteed Goal Plan, a perfect savings plan that helps you save systematically and get guaranteed returns. YM Financial Planning Guaranteed Goal Plan secures your goals against unforeseen life events and offers you complete control and flexibility to customize your savings schedule. It is specially designed to help you enjoy the freedom of life and ease your worries for your future ahead.

Download Brochure

Capital Guarantee Plus

"Capital Guarantee Plus" is a unique financial product offering a combination of wealth accumulation and capital protection. With this plan, you can invest confidently knowing that your initial capital is secure while benefiting from potential market gains. This solution is ideal for investors seeking steady growth without compromising on security. By providing a guarantee on your invested capital.

Download Brochure

Saral Pension Plan

The Saral Pension Plan is designed to secure your golden years with financial stability and peace of mind. Tailored for Indian families, this plan offers a simple and effective way to build a retirement corpus. With over two decades of expertise, we understand your unique needs and life goals, ensuring that your retirement is celebrated with confidence. Saral Pension Plan is the good retirement plan

Download Brochure

Super Saver Plan

YM Financial Planning Super Saver Plan is a non-linked, participating life insurance plan that helps you accumulate your savings and provides a long-term financial protection for you and your family. Additionally, it also provides a waiver of premiums to ensure that your goals are not compromised in case of critical illness or an untimely demise.

Download Brochure

Smart Platinum Plus

Presenting YM Financial Planning Smart Platinum Plus — a whole life protection and savings plan which offers a life insurance cover to protect your family in case of your unfortunate demise while also providing you with tailor-made solutions to achieve your goals. With this plan, wealth creation doesn’t have to take a back seat even during critical illness.

Download Brochure

Mera Wealth Plan

Introducing YM Financial Planning Mera Wealth Plan, a unit-linked wealth and savings plan that enables you to create a financial blueprint for your goals at every stage in life.YM Financial Planning Unit Linked Insurance Plans or ULIP helps you achieve your financial goals along with a life insurance cover for the financial security of your loved ones.

Download Brochure

Century Plan

As you grow your responsibilities grow.Presenting YM Financial Planning Century Plan, a participating life insurance plan that provides you an opportunity to fulfill your dreams, secure your future with an income till age 100 years along with a lifelong cover. Ensure a second income for your retirement years and build a legacy for future generations.

Download Brochure

Retirement Planning

Tailored strategies for IT professionals to achieve a cash-rich retirement at 60 and beyond. Secure your future with YM Financial Planning's expert guidance.

Celebrate Your Golden Years

Over the past two decades, we have helped an overwhelming number of Indian families accomplish their goals. We have a deep & rich understanding of your unique needs, plans and life goals and aim to help you live your best life through our thoughtfully crafted pension plans.

Download Brochure

Family Protection Plans

Protect your loved ones with YM Financial Planning's comprehensive family protection solutions. Safeguard their financial security and provide peace of mind for the future.

Created for Indian Families

Over the past two decades, we have catered to many Indian families. We have a deep & rich understanding of your unique needs, plans and life goals. We are proud to present to you & your family our thoughtfully crafted plans, for their financial wellbeing.

Download Brochure

Child Education Solutions

Invest in your child's future with YM Financial Planning's education savings plans. Ensure their academic success with personalized solutions designed to meet their needs.

Created For Brighter Futures

Saving for your child? Having catered to Indian families for two decades, we have a sharp insight into your unique plans, dreams & responsibilities. Through our Child Savings Plans, secure not only their dreams but even pivotal life stages.

Download Brochure

Why Choose Us

Choose YM Financial Planning for expert guidance tailored to IT professionals, ensuring a secure and prosperous retirement. Trust our client-centric approach for personalized solutions aligned with your goals.

Personalized Approach
Expertise
Comprehensive Solutions
Client-Centric Service