Premium Facility For My Existing Clients | Life N Legacy Financials

Hope you are doing great.

We are delighted to inform you about the launch of our financial planning services to privileged clients like you. A lot of time we make our major financial decisions without understanding the bigger picture. With this, chances are that we may end up buying products that might not be suitable to us.

Consider this; have you ever faced the following questions?

How much money will I need when I retire? How much should I save each month to comfortably retire?
How much money do I need for my kids marriage and education? How much should I save each month to comfortably retire?
What is the right amount of insurance I need to protect my family?
Am I saving enough towards my tax planning?
Am I taking too much risk or too little risk?
Am I keeping undue amount of money lying idle? Can I earn better returns on them?

That is where a financial planning exercise helps. It is a holistic approach to managing ones complicated personal finances in a refreshingly simple way.

Our step by step approach to financial planning helps you get organized like never before.

We have really exciting fee structure for you. 50% discount for first 1000 enrolments.
Please Visit www.lifenlegacyfinancials.com for more details and signing up.
Else just give a MISSED CALL on 1800 3000 2630

What do I get in return?

A comprehensive and customized financial plan covering all aspects of your personal finance personally presented by us
An online account to help you track your personal finances like never before
A goal tracking system to help you understand whether you are saving enough or not
A <yearly/semi-annual/quarterly> review of your finances
A reminder system to remind you of your renewal premiums, due EMI, SIP reminders etc.

We have outlined below the financial planning process for your benefits

Signing up: Signing up and information gathering

We kick start the process once you agree to sign up for the services at the pre decided fees.
Next up is Information gathering. Information gathering is a comprehensive exercise. We require data inputs from you like your personal information, incomes, expenses, investments, loans, insurance policies and most importantly your life goals that you want us to help you on
Enter information through the online portal provided to you or if you find it intimidating just call us. We will guide you through it. Still find it difficult? – no worries. Just send us the list of documents that are required for us to make sense of the data. The document list will be provided to you once you sign up.

Analyze: Information analysis and plan writing by us
Once we receive the information we start analyzing it – scheme by scheme, policy by policy, and account by account.
We may call you in between to get some clarity
A customized financial plan is written in about 3-5 working days
Post plan writing, we set an appointment with you for the plan presentation
Action!: Plan presentation and implementation
We set up an appointment with you and presents the plan to you
If any changes are required we modify the plan accordingly
An action plan is generated which outlines what needs to be done in order to kick start your goal saving process
We will help you in implementing the action plan to make sure you do not have to take any external assistance
Track: Track your goals 24/7
The best thing, we believe, about our service is our goal tracking system
This is where the fun begins. If you follow the action outlined in the action plan you can start tracking your investments goal wise
You can manage and track your goals 24/7 through the online portal provided to you or ask us for the goal based statements anytime.
If you have any query regarding any of your personal finances call us. Any query is just a phone call away.

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