PGK Wealth · Your Family CFO My Wealth Mantra

Let's map your family's financial blueprint 🎯

A few honest answers here, and I'll build you a professional, personalised financial plan — one that balances your business growth with your family's dreams, security, and freedom.

"You do pay a price for your financial freedom — but it is far lower than what you pay for a lifetime of slavery."
⏱ ~7–10 min 🔒 Fully confidential 📄 No documents needed now
1

You & your family 👨‍👩‍👧‍👦

So I know exactly who this plan is protecting.
2

Your lifestyle spending 🏠

A realistic picture helps size the plan correctly.
🛒 Groceries & provisions
💡 Utilities (electricity, water, gas)
🏠 Rent (if any)
🎓 School / college fees
🧹 Domestic staff (maid, cook, driver)
⛽ Transport / fuel
📱 Phone, internet & OTT
➕ Other monthly expenses
Live totalTotal monthly expenses
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✈️ Family tours & travel
🎉 Festivals & gifting
💍 Marriages & functions attended
💻 Gadgets (phone, laptop, appliances)
🛡️ Insurance premiums (non-life)
🏥 Medical & health (yearly)
➕ Other annual expenses
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3

Your children's future 🎓

Skip any that don't apply to you.
Career / course planned
Current cost of that education (₹)
Career / course planned
Current cost of that education (₹)
4

Financial freedom & income 🕊️

The heart of your plan — when you want work to become optional.
5

Insurance & health covers 🛡️

Term, life insurance & mediclaim you currently hold.
6

PPF, Fixed & Recurring deposits 🏦

Your safe, guaranteed savings.
7

Investments in shares 📈

Direct equity / stocks you hold.
8

Mutual fund investments 💹

Lumpsum mutual fund holdings.
9

Monthly SIPs 🔁

Systematic Investment Plans running each month.

Ready to see where you stand? 🚀

I'll personally review your answers and prepare your family financial blueprint.

🔒 Your information is private and used only to prepare your financial plan. Never shared or sold.

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Congratulations — you've taken the first step! 🎉

You've just begun something most people only think about: your first true, scientific, measurable and trackable Financial Plan.

This is the foundation of a real wealth-creation journey — clear goals, honest numbers, and a path you can actually follow. That first effort towards financial clarity is the hardest and most important one, and you've made it.

Our team will now put in thorough effort to prepare a meaningful, personalised plan for you over the next few days. We'll then reach out to walk you through it, step by step.

Can't wait? Message us directly:

Why a Family CFO? 🤝

At PGK Wealth, we've seen a hard truth: business owners pour everything into growing the business — and quietly postpone their own family's goals, security and freedom.

Our work is to sit on your side of the table. Like a CFO for your family, we help you take money and time out for the people and dreams that matter — while your business keeps growing.

PGK Wealth MY WEALTH MANTRA · AMFI ARN-323806 · Andheri West, Mumbai