Welcome to Tomy George Services (TGS) where we specialize in providing personalized financial planning solutions to help you achieve your financial goals.
Our mission at TGS is to empower our clients to make informed financial decisions and guide them towards achieving long-term financial security. We believe that financial planning should not be one-size-fits-all. Instead, we work closely with each client to develop a customized financial strategy that aligns with their risk tolerance, time horizon, and financial objectives.
Our business develops on the principle of offering our best services to each of the customers and we wish to meet our customers’ needs rapidly in a flexible manner.
We understand that each client has unique financial goals, risk tolerance, and time horizons. Our experts will work closely with you to develop a personalized financial plan that takes into account your current financial situation and future aspirations.
Insurance is an essential component of any financial plan. We will conduct a thorough analysis of your insurance needs and recommend the right insurance products that protect you and your loved ones against unforeseen circumstances.
Mutual funds are an excellent investment vehicle for those looking to diversify their investment portfolio. Our team will carefully assess your risk profile and recommend the best mutual funds based on your goals and investment time horizon.
SIP is an ideal investment strategy for individuals looking to invest in a disciplined manner over the long term. We will guide you in setting up a customized SIP plan that aligns with your financial objectives which helped many of our clients.
Planning for retirement is crucial to ensure financial independence and a comfortable future. We will help you create a comprehensive retirement plan that considers factors such as your desired lifestyle, current savings, and future income projections.
Our dedicated wealth management services are designed to help you grow and protect your wealth. We will provide portfolio management services tailored to your risk profile, investment preferences, and financial goals.
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, Retirement planning, Risk appetite, Tax planning, Estate planning and Investment planning includes Children's education, Marriage, Vacation etc.
Financial Planning Standards Board Ltd. (FPSB) defines financial planning as a “Process of developing strategies to help people manage their financial affairs to meet life goals.”
Your financial goals can be Childrens education, Marriage, Buy a home, Retirement, Vacation.
Calculate cost of your current goals and the amount required then, And draft a plan based on your income.
Based on your risk appetite, We can implement the plan and monitor it regularly to acheive the goal.
Our team of experienced financial advisors stays up-to-date with the latest market trends and investment strategies to provide you with the best possible advice and guidance.
We understand that every individual has different financial needs and goals. Our personalized approach ensures that your financial plan is tailored to your specific requirements.
We believe in complete transparency when it comes to our client relationships. We will always provide clear and understandable explanations of financial products and their associated risks.
We strive to build long-lasting relationships with our clients. As your financial needs evolve, we will be there to provide ongoing support and make adjustments to your financial plan as necessary.
Our scheme selection is based on personalised financial planning.
If you invest 5,000/- per month for a period of 20 years at 12% annual return Your SIP amount will grow to 30,00,000/-
"TGS has been an integral part of my financial journey. They take the time to understand my goals and tailor my investment portfolio to match. Their team is knowledgeable, competent, and always available to answer any questions. I trust them to manage my financial well-being and would recommend their services to anyone looking for expert guidance."
"I have always been hesitant to invest in the stock market due to the volatility and risk. However, the team at TGS made the process easy and understandable. They worked with me to establish investment goals and selected mutual funds and SIPs that aligned with my needs. I can now confidently say that my financial future is secure!"
"I have been a client of TGS for several years. They have helped me grow my wealth and protect my financial assets through sound investment advice and financial planning strategies. Their personalized approach sets them apart from the rest. I highly recommend their services to anyone in need of a trusted financial advisor."
"TGS is so much more than a financial planning firm. They truly care about their clients and are always willing to go the extra mile to ensure their financial success. I appreciate their transparency, honesty, and dedication to helping me achieve my financial goals. Thank you, Optimum Services!"
At TGS, we have a team of experienced financial advisors who will work closely with you to understand your financial goals and create a personalized financial plan tailored to your needs. We provide guidance, strategies, and ongoing support to help you achieve financial success.
We offer a range of services, including:
Personalized financial planning, Insurance planning, Mutual fund investments, SIP (Systematic Investment Plan), Retirement planning and Wealth management
We conduct a thorough analysis of your financial situation, risk profile, and future goals. Based on this assessment, we recommend financial products that align with your needs and objectives. We prioritize transparency in explaining the products and their associated risks.
We conduct a thorough analysis of your financial situation, risk profile, and future goals. Based on this assessment, we recommend financial products that align with your needs and objectives. We prioritize transparency in explaining the products and their associated risks.
Getting started is easy! Simply reach out to us through our contact page or give us a call to schedule a consultation. During the consultation, we will discuss your financial goals and determine the next steps in creating a personalized financial plan for you.
Give a missed call, Optimum Solutions support team will call you at the earliest.