Financial Planning helps you recognize your current financial situation along with your financial goals and provides a road-map. If you follow this road-map with discipline, it can empower you to live a life you want to live. It is the first step in the direction of a better financial future for your family. Once we decide to work together, I will be doing the following.
COMPREHENSIVE FINANCIAL PLANNING
In comprehensive financial planning, I will
* Audit your current financial position and prepare your net-worth statement which is the starting point for your future wealth creation.
* Assist you in evaluating and writing your Financial Goals and objectives (viz. Retirement, Child’s Education, Marriage, etc.)
* Check the feasibility of your financial goals and assist you in prioritizing and quantifying them.
* Evaluate your Risk Profile and prepare your personalized Asset Allocation.
* Review your Existing savings, investments and your current Life and Non-Life Insurance policies.
* Portfolio simplification for ease of management.
* Provide a road-map to help you reach your financial goals and assist you in starting your investment journey in the right direction.
* Help you avoid common investment mistakes.
If you are eager to learn more about personal finance and investing, then I will be happy to assist you in improving your knowledge of personal finance and investing.
ANNUAL REVIEW AND MONITORING
Once you commence your journey of wealth creation, it is necessary to track whether you are on the right path. With annual review and monitoring, I will ensure that you are on the correct path. I will also revise the financial plan if needed in response to the changing circumstances in your lifestyle, family needs, employment and other external factors.
You can always count on me to assist you in improving your knowledge and understanding of personal finance.
FEE FOR COMPREHENSIVE FINANCIAL PLANNING:
1st Year : Rs. 10,000.
Renewal : Rs. 6,000.