build your dreams with us -...
TRANSCRIPT
Build Your Dreams With Us
I & I Financial Services Pvt. Ltd. is a Financial Planning
organisation headquartered in Thane, built on a strong
foundation of ethics & values.
I & I was incorporated in the year 2002 and serves more than
10000 happy families, offering a plethora of financial services
under one roof.
We work closely with our clients, to built tailored financial
roadmaps and consistently implement expert strategies.
Liasoning with more than 200 top notch companies, over 25
branches across Maharashtra & global presence in UAE, is a
testament to the progress of the organisation.
VISIONOur vision is to be a pioneer in offering ethical, yet innovative
solutions to families for their wealth creation and Financial
freedom with a diversified approach. We aspire to be a trusted
advisory focusing on long term client needs and serving them
with independent and unbiased advice that will help them
achieve their financial growth.
MISSIONTransforming lives by providing scientific planning, structured
portfolio advisory, simplified risk solutions, thereby creating
financial freedom & happiness.
ABOUT US
BLUE PRINT
1,00,000Happy Families
1,000 cr.Assets Under Management
100Channel Partners
10Global Presence
I & I =
INTEGRITY INTENTIONS+
2025
AMIT MAHAJANDIRECTOR
Director: I & I Consultancy Services LLP
I & I Fidelis Advisors LLP
Key Channel Partners: FIDELIS CNERG SNS IRAI I I
MASCOT ZENITH ENRICHI I
President: Health Insurance Round Table (HIRT)
Club Member: LIC of India I Star Health
Platinum Broker: IRSS Edelweiss Sharekhan NJI I I
Trainer: Insurance Association - India
BNI: Mumbai East Region
Impeccable Chapter
Certified Networker: Referral Institute of India
CORE TEAM
Amit MahajanDIRECTOR
Chaitali MahajanCEO
Deepali Nar Jayesh Khond
Amit Kadgaonkar
CDO
Ashish Kane CA
Arjun Amanchi CS
Niket TamhaneAmol Salunke
INSURANCE
Sandeepan Reddy Dhananjay Godse
SNS
Amol ParanjpeGautam Karnik
IRA
Mahesh Bhoir Kamlesh RohraSridhar Murthy
FIDELIS
Rukesh Naik Paresh Velankar
Tushar Firke
CNERG
Sandeep ChavanVrushali Dhoke
Deepti MehtaRM
Dreams propel our aspirations to live. Many dreams get
fulfilled, while some look farfetched. Dreams are a virtual
representation of what you want.
Financial Planning is an exercise that converts your goals &
objectives into action plans, providing the roadmap &
disciplined approach to achieve these goals. It helps to
determine & quantify goals, then evaluate income & expenses
to see how to allocate funds towards individual goals.
Financial Planning is about more than just good advice or
investment returns; it is about providing guidance that you can
trust.
CONCEPT
PROCESS
QUALITY EDUCATION
DREAM HOME
EXPENSIVE SEDAN
GLOBALFOOTPRINT
GROWBUSINESS
LIFESTYLE EXPENSES
CHARITY & DONATION
COMPLETE PROTECTION
INDEPENDENT RETIRED LIFE
MARRIAGE CELEBRATION
INTEGRITY & INTENTIONS...WHICH IS HOW I&I IS DEFINED
DREAM = DESIGN DISCIPLINE +
Understanding Family & Mind set
Analysing the financial needs
Review of Current Portfolio
Quantify Dreams & Set Goals
Identifying Gaps & Realignment
Presentation & Restructuring
Execution, Monitor & Celebrate
SAVETAXES
WELCOME TO THE WORLD OF
FINANCIAL FREEDOM
HAPPY FAMILY PROJECT
I & I introduces a unique concept wherein every family is
considered as a project.
As your financial architect, we will handhold you to accomplish
your goals.
Happy Family Project is an exclusive software of I & I with
following features...
A device to transform dreams into reality
Upload investment data , using your individual Logins
Your consolidated financial report is just a click away
Get your exact current net worth
Expert advice, based on the lacuna in your valuation report
Take advantage of 10 different types of financial calculators
Explore your connects with the help of our unique concept –
mindmap
EXCLUSIVE
RISK MANAGEMENT
Risk Management is a protection against
financial loss caused by unavoidable setbacks in
life like Natural or Accidental Death,
Hospitalisations, Disabilities & Unforeseen Losses.
LIFE INSURANCE
HEALTH INSURANCE
GENERAL INSURANCE
ACTIVE MANAGEMENT
Calculated risk is to be adopted to grow money
and beat inflation. Taking risk is inevitable to
achieve money growth over rising rate of
inflation. Hence calculated risk should be a part
of financial portfolio.
SHARES & MUTUAL FUNDS
CURRENCY & COMMODITIES
PORTFOLIO MANAGEMENT SERVICES
DEBT MANAGEMENT
As a family, we live an economically and
financially variable life, where Debt
Management is the protection of principal
capital, enabling liquidity during contingencies.
BANK DEPOSITS
COMPANY DEPOSITS
BONDS & DEBENTURES
POSTAL SAVINGS
ASSET & CREDITMANAGEMENT
Assigning the worth of property to a financial portfolio is
very important. It determines the correct alignment of
finance and dictates the payment instrument for debtors.
ASSET :
RESIDENTIAL &
COMMERCIAL PROJECTS
AGRICULTURAL &
NA PLOTS
CREDIT :
HOUSING LOAN
MORTGAGE LOAN
COMMERCIAL LOAN
PROJECT FINANCE
TAX PLANNING & CASH FLOW MANAGEMENT
Control of unnecessary lifestyle expenses itself can generate
your retirement corpus... that is the reason we emphasize on
cash flow management.
As a loyal citizen of India, taxes can not be ignored,
rather we can definitely plan for them.
TAX CONSULTANCY
WILL WRITING & SUCCESSION PLANNING
CONTINGENCY FUND MANAGEMENT
LIFESTYLE FUND MANAGEMENT
WEALTH MAXIMISER
Individual who can take risks & believe in small scale
businesses can get substantial growth.
The philosophy here is... Higher the risk, Higher the Returns!
PASSIVE INCOME ADVISORY
BUSINESS FUNDING
PRIVATE EQUITY
VENTURE CAPITAL
REIT
TESTIMONIALS
We initially went from pillar to post to get our paper work
done...and had almost given up, when we got introduced to I & I,
what a difference!
We got all under one roof!
Dr. Rajeev Chhabra
Director, Janam Hospital
I & I is “The Destination” for meeting the needs of your financial planning. We evaluated a number of consultants & finalized on I & I. It is convenient to
monitor the finances on a regular basis. We get the requisite alerts & reports on
time.
Mrs. Shilpa Bhole
Section Officer, Indian Oil Corp. Ltd.
Amit’s unflinching dedication since he started this business on a bicycle & where he has reached today...one
thing remains untouched...his absolute down to earth & humble
attitude.
I salute him for this rare combination.
Mr. Charuchandra Devsthale
MD. Eximious Venture
What we liked was his ease in explaining everything; they think
for you, for your well-being. Their energy...fantastic! I don’t have to worry about how my
money will grow.
Mr.Viju Mane
Film Director
After meeting Amit, my search for the role model in my team ended. His perfection, dedication towards
work & involvement in team brought enthusiasm in our work
culture. I wish him tons of happiness & success in future.
Mr. Niket Tamhane
Dev. Officer, LIC
I retired 6 months ago & invested our retirement corpus of
Rs.15,00,000/- with I & I which gives me Rs.25,000/- monthly payout. God bless them for giving me a notional
salary even after retirement.
Mr. Sanjay Joglekar
Retired
What a project! I was instantly sold at the idea of the Happy Family
Project. It was just the right thing for me & my family. I am now rest
assured about my Financial Portfolio.
Simply Superb!!
Adv. Janhavi Pradhan - Deshmukh
Commercial Advocate
I made huge losses in MF Investments by putting money in wrong market
situations. I reallocated my investment portfoliio & invested my entire corpus
with I & I. By seeing the growth till now, I am confident I will recover my
losses in next 2 years.
Mr. Mandar Kelkar
Director, Kruti
THE 'X' FACTOR
Hassle Free Operations
Ethical & Trustworthy
Live 'portfolio' At One Click
Array Of Services On A Single Platform
Professional Expertise
& Attitude
Dedicated Client Service
Commitment To Excellence
Innovative Business Solutions
CONTACT US
I & I Financial Services Pvt. Ltd.
Thane One, 801, DIL Complex,
Behind Cinewonder, Majiwada,
G B Rd., Thane (w) , 400610
Maharashtra, India
CORPORATE OFFICE
(+91) 22-61319333
BOARDLINE NUMBER
www.iiconsult.in
WEBSITE
+91-022-61319355 [email protected]
CUSTOMER RELATION DEPT.
+91-022-61319322 [email protected]
ADMIN DEPT.
+91-022-61319388 [email protected]
SERVICE DEPT.
+91-022-61319377 [email protected]
MARKETING DEPT.
THANE MUMBAI NAVI MUMBAI I I
PUNE KONKAN MARATHWADA I I
BANGLORE DUBAII
OTHER BRANCHES :
You are the Reason We Stand Strong!