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Financial Planning

Financial Planning

Financial Plan is your roadmap for financial journey for life and not just months or years. A right plan in place makes this journey simpler, stress-free and accomplishing..

Financial planning in simple words is understanding, assessing and guiding you on your current and future financial state. The objective of financial planning is to create the right roadmap for you to achieve different financial goals by efficiently strategizing and utilizing your savings and investments.

Financial Plan is comprehensive 360-degree assessment and strategy that covers every aspect of your finance. A well planned and implemented financial plan brings control and stability to your finance and most importantly peace of mind. Financial Plan drills into every part of your finance to ensure a well evaluated and strategized plan is in place for every financial need of yours.

Financial Plan covers following aspects

Risk Appetite Assessment

Current & Future Cash Flow

Current & Future Net Worth

Review current investment portfolio

Evaluate Financial Protection needs

Identify and prioritize different Financial Goals

Discuss gaps and strategies for Financial Goals

Review and rework on overall Asset Allocation

Implement and monitor the plan

We will be happy to be your companion in this journey, just fill in your details and we will get in touch with you.

How We Do

1Discover

Understand you and your current financial status in terms of savings, investments, insurance & assets

2Identify

Identify and prioritize your lifetime financial goals

3Analyse

Analyse your current investments and map the right ones to financial goals

4Recommend

Discuss the gaps and different options to decide on the right strategy for all financial goals

5Implement

Implement the decided strategy as a collective plan

6Review

Monitor the progress regularly and ensure it stays on track