COMPREHENSIVE FINANCIAL PLANNING

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COMPREHENSIVE FINANCIAL PLANNING

Comprehensive Financial Planning involves gathering relevant financial information, setting life goal, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goal and map the gap.

We will develop your personal financial plan after considering inflation, rate of return, average income growth etc. In the process we help you change your spending & saving habits and make you free from all financial worries.

Advantages

Organized Finances
Improved And Predictable Cash Flows
Lower Personal Income Tax
Well Defined Financial Life Goal
Appropriately Insured And Reduced Insurance Cost
Improved Investment Performances
Lower Investment Risk
Lower or Debt Free Life
Plan For The Retirement
Smooth & Cost Effective Estate Settlement

What you get

Net worth analysis
Budget & cash flow analysis
Personal finance ratio
Emergency fund planning
Life / Health / Disability Insurance Need Analysis
Retirement Planning
Child Future / Other Financial Goal Planning
Loan / Debt Analysis
Investment Risk Profile Assessment
Exiting Investment Analysis
Exiting Insurance Policy Analysis
Basic Estate Planning
Designing Investment Policy Statement
Monthly Portfolio Report
Quarterly Goal Wise Report
Annual Plan Renewal
Online Portfolio Access

What you Pay

Plan preparation charges will be Rs. 10,000/- annually.
Renewal Fee for Review & Monitoring will be Rs. 5000/-

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