About
Comprehensive Financial Plannning involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy for a plan on how you can meet your goals and bridge the gap.
We will develop your personal financial plan after considering inflation, rate of return, average income growth etc. In this process we help you change your spending & savings habits and make you free from all your financial worries.
Advantages
- Organized Finances
- Improved & Predictable Cash Flows
- Lower Personal Income Tax
- Well defined Financial Life Goals
- Appropriate & Adequate Insurance Coverage
- Improved Investments Performances
- Lower Investment Risk
- Lower or Debt Free Life
- Planning for all the Goals
- Smooth and Cost Effective Estate Settlement
What you Get
- Net Worth Analysis
- Budget & Cash Flow Analysis
- Personal Financial Ratio
- Emergency Fund Planning
- Life/Health/Disability Insurance Need Analysis (Sampoorna Suraksha Planning)
- Retirement Planning
- Child Future & Other Financial Goal Planning
- Loan/Debt Analysis
- Investment Risk Profile Assessment
- Existing Investment Analysis
- Existing Insurance Policy Analysis
- Estate Planning
- Monthly Portfolio Report
- Quarterly Goal Wise Report
- Annual Plan Renewal
- Online Portfolio Access
What you Pay
- First year Plan Preparation and Execution – Rs 25,000 charges upfront
- Second year onwards - Rs. 10,000 Yearly for Plan Monitoring & Advice
