Kongruent Wealth Management
Principal Advisor: Bhavesh Jhala
SEBI RIA REG NO: INA000004070
Bhavesh Jhala is a retirement planning specialist with expertise in pension optimization and post-retirement income planning.
Expert retirement planning for a secure future
Services Offered
Retirement Corpus Planning
Systematic planning to build adequate retirement corpus through various investment vehicles.
Pension Optimization
Optimization of pension schemes and retirement benefits for maximum income.
Post-retirement Income Planning
Planning for sustainable income streams during retirement years.
About Kongruent Wealth Management
Kongruent Wealth Management focus exclusively on retirement planning, helping clients build adequate retirement corpus and plan for post-retirement income needs.
Client Testimonials
“Bhavesh Jhala's retirement planning has given me confidence about my financial future.”
Ramesh Iyer
Pre-retiree
“Excellent pension optimization that increased my retirement income significantly.”
Lakshmi Rao
Retired Teacher
Frequently Asked Questions
When should I start retirement planning?
Ideally in your 30s, but it's never too late. We can help you plan regardless of your age.
How much corpus do I need for retirement?
It depends on your lifestyle, expenses, and retirement goals. We calculate this based on your specific needs.
