Complete Financial Plan
We can help you create a comprehensive financial plan for your life's dreams and goals. A financial plan would be a personalised plan of action and would differ from person to person however it can generally cover the following:
Overall analysis of your current financial situation
Networth and cash flow analysis
Provision for Emergency funds
Providing for education or wedding for your children
All other goals that you may wish to include in the plan like travel, buying a car, house/property, paying off your debt etc.
There would be a detailed analysis of your current status and also a clear plan of action with recommendations towards meeting your goals and ultimately acheiving your dreams. We can have a detailed discussion of your expectations from us and our deliverable before we begin, also documented, to rule out any confusions.
There would be a fixed charge of ₹20,000 all inclusive for the financial plan. Renewal fee is ₹12,000, if you wish to renew your plan to reflect all changes in your financial situation that has happened over the year.
INVESTMENT & RETIREMENT PLANNING
INVESTMENT PLANNING: This is for you if you are a first time investor or have been investing for a while you may want to streamline your investments according to your risk preference for the long term. Or if you are not sure if you are headed in the right direction, do not have time or inclination to read extensively and Do-it-Yourself, you can consider availing this service that would include:
Assessing your risk preference.
Making a long term investment strategy that aligns with the risk preference.
Recommending changes to the existing portfolio, if required.
Recommending new investments, if required.
Reviewing Insurance policies
Please note that I do not provide stock or real estate advice.
Charges: There would be a fixed charge of ₹5,000. Plan can be reviewed after a year. Renewal charges would be additional, , if you wish to renew and would be a separate contract.
RETIREMENT & INVESTMENT PLANNING
Investment Planning (all stated above) and retirement calculations.
Charges: There would be a fixed charge of ₹10,000. Plan can be reviewed after a year. Renewal charges would be additional, , if you wish to renew and would be a separate contract.
After the plan has been finalised and presented to you (soft copy), you are free to implement it as per your wishes. We are not affiliated with any products like mutual funds, insurance etc. and are not associated with any commission through sale of such products to maintain our unbiased advice, however we can definitely assist if you require any generic information on how to implement the plan. Please note that there is no other hidden cost involved.
If the kind of financial plan you are looking for is not listed above, please feel free to contact us to get a tailored plan and we would be happy to answer your queries any time.