What can we do for You
Financial Planning is an oft heard phrase these days. Media (print, web and electronic) is full of information about it while Investment advisors, insurance or mutual fund agents and companies all tout it as the tool which would help you select the right investment for your needs.
Gone are the days when investment was done just for the sake of earning higher returns, now is the time to set measurable goals...Read more about us
What is Financial Planning?
Financial Planning is a step by step process to ensure that you plan and invest in a way so that you are constantly in sight of your goals and the effort that is required to achieve them.
Why do you need a plan?
In today's uncertain economy, financial planning has become increasingly important. With number of options for saving and investing, managing your finances can be difficult.
How can I do Planning?
You can prepare a plan for yourself or you can hire an expert to do the same for you. An expert's guidance can help you avoid a lot of pitfalls which you might ignore and are critical to the plan.
Services We Provide
With a Financial plan, you should be able to do the following:
- Set and prioritise your life goals
- Take stock of your existing finances and the role they will play in meeting the goals as also whether the current set of investments are the right ones for you.
- Identify the right investment instruments including how much insurance and/or a contingency reserve should you have to take care of your dependents.
- Track your investments and Set milestones of execution and review
Interestingly, a lot of people spend their time with the last step. The first three are very critical for the overall exercise to be successful.