Retirement Goal Setting

Our Services

At Green Oak we believe, your wealth is an enabler for a more fulfilling life. For many client families, retirement is about an active Lifestyle. Travelling, pursuing hobbies and fulfilling passions.

An active and long retirement requires commensurate financial resources. Under estimating your retirement needs can affect your retirement lifestyle or put you at risk of outliving your resources.

Our retirement goal setting process will help you estimate your retirement income needs, assess your existing assets and income streams and crystallize a retirement plan to meet your goals.

Our customized Retirement Plan shall set you free to pursue your dreams.

OUR EXPERTISE

We Provide Great Solutions

Office Addresses

Gurgaon: DESQ WORX, Block E, South City I,
Gurgaon 122001, Haryana

Grievance Redress process

Contact Person – Akanksha Gupta
Mob No – 9205133348
Email – akanksha.gupta@greenoakassets.com

AMFI Registration No. : 195185 | Date of Registration – 10/01/2022 | Current Validity – 09/01/2025

www.greenoakassets.com is the online website of Green Oak Assets LLP, which is registered with ARN – 195185 as an AMFI-registered Mutual Fund Distributor. The website aims to provide educational and informative details related to investments and also offers an online transaction facility for Mutual Funds. We do not charge any fees for any calculators or information shared on the website or customer login because we earn our commissions from Mutual Fund companies. The website and firm do not guarantee any returns or financial goal success by any means.

Our Services