Working with Coach Cindy has been a game changer for me! I feel like all aspects of my life have received a makeover. My business, my family, my health have all felt a positive change. (3)

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Our Cases

Our Cases

What We Have Done

At P2F – Present 2 Future Finance Services, we’ve helped hundreds of individuals and businesses make smarter financial decisions. Explore some of our real-life success stories and service implementations below. Each case reflects our commitment to transparency, accuracy, and future-focused finance.

Startup Funding

We assisted multiple early-stage businesses in securing funding through structured investor-ready documentation, pitch support, and legal-financial planning. These startups now operate successfully across various sectors.

Accounting Advisory

Our expert team streamlined accounting processes for SMEs, reducing compliance errors and improving financial reporting accuracy. This enabled clients to focus on growth while we handled the numbers.

Retirement Planning

For working professionals aged 35–55, we created long-term, tax-efficient retirement plans with mutual funds, PPF, and NPS strategies tailored to their future goals and lifestyle needs.

Financial Growth

We helped salaried individuals and entrepreneurs restructure their finances by balancing investments, EMIs, and emergency funds — leading to improved savings and better liquidity.

Mutual Funds

Clients received curated mutual fund plans based on their risk profiles — whether conservative, balanced, or aggressive — ensuring their goals were met with optimized returns.

Market Analysis

Businesses received monthly market research and risk assessment reports that guided them through investments, taxation strategies, and portfolio diversification.

Let's Work Together

No matter your financial goals — whether it’s growth, savings, debt restructuring, or business expansion — we’re here to support you every step of the way.

Working with Coach Cindy has been a game changer for me! I feel like all aspects of my life have received a makeover. My business, my family, my health have all felt a positive change. (3)

Tailored finance solutions that put your needs first — from personal debt relief to business funding, P2F is your trusted path to financial freedom.

Work Hours

Our Support and Sales team is available 24 /7 to answer your queries

Via Present 2 Future Finance Services.

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