An Individual has many plans & goals in his working life like Child Education Plans, Child Marriage Plans, New House, Vehicle, Medical, Emergencies, Retirement Plans, Life style, Leisure & Tour, Charity, and Carrier Plans etc. These goals can be achieved by proper management of one’s finances.
There are many financial instruments in which an individual can invest to achieve his goals and to fulfill his dreams like Mutual funds, fixed deposits, equities, real estate, gold, PPF, etc. An investor can choose from a wide variety of instruments to suit his risk tolerance, investment horizon and investment objective. Investor need to know his own investment objective and risk appetite before investing in any instrument.
An Individual should make his investment portfolio before investing his funds. Care should be taken to keep the investment portfolio diversified. An effective and proper asset allocation helps build a better investment portfolio. He should measure his risk profile, allocate his assets and identify adequate insurance required.
Presently we are offering two different types of customized Financial Planning to individuals, namely:
1.Basic Financial Planning
2.Comprehensive Financial Planning.
Our Financial Planning includes Retirement Planning, Tax Planning, Child’s Future Planning, Estate Planning, Insurance Advisory, Cash Flow Management, Drafting of WILL etc.
We also provide Financial Planning through online mode. For details please email us on:
HOW DOES IT WORK?
• Provide the required details in the form.
• An expert will be assigned to you
• There may be a follow up call to understand your situation better.
• The plan with specific recommendations will be delivered online within 5 working days.
• Hard copy of Plan will be sent through courier/speed post
• There will be another follow up call for detailed explanation.