1. What is Financial Planning?
Financial Planning is giving correct direction to one’s finances. It includes Retirement Planning, Tax Planning, Estate Planning, Insurance Advisory, Setting Financial Goals for self and family etc. and achieving them without much hassle. Chasing high returns without paying heed to the goals, cash flow, time-frame risk appetite, liquidity and other considerations is not advisable.
2. Is it necessary to fill the Questionnaire / Form completely?
Yes. Kindly do fill the form with your complete and correct details as sharing the correct details will help in getting the best results for you.
3. How long will it take to receive plan/plans?
Comprehensive Financial Plan may take up to 5 working days.
4. Is the information that I am sharing remain secure?
We assure you of the confidentiality. We maintain the ethics of valuing client’s information as our prior principle.
5. What if I use a dummy name to conceal my identity?
Name is not a big criterion while planning your finances. You can keep it a secret or provide a dummy name. But all other information is crucial.
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