Finance the Dream. Fuel the Fire. Find the Freedom.

Goal-based investment solutions

"Financial freedom is available to those who learn about it and work for it."- Robert Kiosaki

We all have different goals in life! A few common goals are:

• • Securing retirement
• • Home purchase
• • Child’s higher education
• • Starting a business

While you work hard to achieve your goals, we want your money to simultaneously work for you through a goal-based investing approach. We'll recommend suitable investments (e.g., Mutual funds) aligned with your goals, time frame, and risk tolerance. Our singular focus is to handhold and help you achieve all your financial goals.

Insurance Planning

"Insurance is the best way to protect your assets and loved ones from the unexpected."

Insurance planning is essential for protecting yourself, loved ones, and assets from unforeseen events with significant financial consequences. It is the financial foundation offering stability and support for yourself and your family, much like a solid foundation for a building.

We guide you in choosing the right insurance products—health, life, personal accident, and home insurance—tailored to your goals and financial status, providing stability and peace of mind.

Tax Planning

"Tax planning is not about avoiding taxes—it's about being smart with your money so you can grow, give, and live better."

Tax planning is the process of organizing your finances in a way that helps you legally reduce your tax liability. It involves choosing the right investments, deductions, and exemptions to maximize savings while staying compliant with tax laws.

Effective tax planning ensures you keep more of your income, avoid last-minute stress, and align your financial decisions with long-term goals. It’s essential for both individuals and businesses to optimize resources and build wealth efficiently.

Will and Estate Planning

“Estate Planning is an important and everlasting gift you can give your family.” — Suze Orman

It is vital to have a comprehensive plan to ensure the effective distribution of your assets that reflects your wishes, providing the best possible care for your loved ones. Our qualified Estate Planning associates will help you to develop a comprehensive plan that will help you distribute your assets effectively which will reflect your wishes and ensure that your loved ones are taken care of in the best possible way.

Portfolio Management Scheme (PMS)

A Portfolio Management Service (PMS) helps you diversify your investments across asset classes while aligning them with your financial goals. By tailoring your portfolio to your investment horizon and risk tolerance, a PMS offers a strategic and personalized approach to wealth creation. At FREEDAUM, we partner with trusted PMS providers who help you manage your investments with discipline, transparency, and a long-term perspective.