“Financial Plan is a road map that shows us exactly how the choice we make today will affect our future
“Financial Plan is a road map that shows us exactly how the choice we make today will affect our future
The process of creating a Financial Plan with the help of a Financial Planner is called Financial Planning
Investopedia says –
“A financial plan is a comprehensive statement of an individual’s long-term objectives for security and well-being.
It includes detailed savings and investing strategy for achieving those objectives”
Financial Plan is a customized document. It reflects the individual’s personal circumstances, his risk-taking capability, and his future expectations
Tax Planning
It is about saving on taxes and increasing our net take-home
Learn strategies to maximize rebates and minimize tax outgo
Insurance Planning
Ascertaining risk in life and risk coverage requirement
Learn risk management techniques
Investment Planning
Goal-based investing
Learn the S-L-R concept in investing
Retirement Planning
Calculating Retirement Corpus Learn long term investing option
Estate Planning
Efficiently pass on assets to legal heirs Learn efficient ways to secure family
Cash Flow Planning
Income and expense Projection Lear impact of inflation and compounding
Step 1 – Introductory Session:
Step 2 – Sign Up & Data Collect
Step 3 – Gaps & Accuracy
Step 4 – Financial Goals & Aspirations
Step 5 – Preparing the first draft of Plan
Step 6 – Firm Up & Delivery
Step 7- Implementation & Monitoring
We deliver our service online in digital mode. We interact with clients through audio-video calls. We use technology platforms like ZOOM, Google Hangout, Microsoft Teams, etc. as per the convenience of the client. The exchange of documents is done through Emails.
Face to Face meeting is rare and not mandatory. We can meet local clients if a need is felt for the same. Such a meeting can happen in our home-office in Noida.
For convenience, online calls/meetings are done at the pre-appointed time decided mutually. The request for a meeting is made on WhatsApp/SMS (from either side) and a mutually convenient time is decided. Best efforts would be made from both sides to schedule the meeting as soon as possible.