Financial Planning
Welcome to Your Trusted Broker. Empowering Your Financial Future with Expert Stock Market Guidance
At Ice N Pebbles, we believe that financial planning is the cornerstone of achieving long-term security and success. Our financial planning services are designed to help you create a clear and actionable roadmap for your future. Whether you’re saving for retirement, building wealth, or managing debt, we work closely with you to assess your current financial situation, identify your goals, and develop personalized strategies to meet them. With expert guidance, we help you make informed decisions that ensure your money is working effectively for you, providing peace of mind and empowering you to take control of your financial future. Let us help you build a secure foundation for the life you envision.
Our financial advisory services relate to complete financial planning, insurance planning, retirement planning, investment planning, tax planning and additional relevant categories. It all starts with knowing you, reviewing your investment, knowing your life stage, knowing your goals, and executing a detailed, thoughtful and practical financial plan that in due course takes your money management skills to new high and goal accomplishments a reality. A detailed comprehensive excel file which covers A-Z of your finance will also be shared with you and reviewed periodically.
Goal Planning
Such as Children’s education,
children’s marriage, vacation, buying a home or car, etc.
Retirement Planning
What should be your retirement corpus to lead a happy retired life.
Insurance Planning
What’s your human life value? What should be your cover? Which is the best one for you?
Emergency Funds
Funds for unplanned expenditures.
Budgeting & Loan Management
Repay bad loans and take better control of your finances.
Investment Planning
Investing in best suited invests to achieve your goals confidently.
Success Stories
- Mayur Shah
The professional guidance given by Nivesh is better than the tons of videos and courses out there. I am able to take charge of my own finance much better. And my stocks are also performing well. The sense of security is the most important thing I have received.
Success Stories
- Nita Patel
Meet Nita, a professional who, guided by Nivesh, achieved financial freedom through strategic equity investing. Nivesh’s personalized approach and expert advice empowered Rutu to navigate the stock market confidently. Today, she celebrates not just monetary gains but a transformed financial landscape, showcasing the power of strategic investing with Nivesh.
Ready to Start Your Trading Journey?
Don’t miss out on the opportunities the stock market offers. Take control of your financial future by