Financial Planning

EMERGENCY PLANNING:

Emergency Planning is the base of financial plan. If the base is strong, we can plan for the 2nd step, which risk planning. In Emergency Planning, we make sure that one should have enough money (atleast 3-6months) in the absence of loss of job, due to accident not possible to fo to work and vice versa

RISK MANAGEMENT :

Risk Management is the 2nd Step in Comprehensive Financial plan. In this process, we make sure once family is well secured with the current standard level of living, in the absence of bread earner of the family and as well as in the presence with securing the family with the total requirement of Life & Health Insurance and also Home Insurance.

RETIREMENT PLANNING :

Under Retirement Planning we guide to achieve the required amount of corpus at the age of retirement, as per current standard of living and which asset will be useful for post- retirement expense without compromising present standard of living.

GOAL BASED PLAN :

In Goal based plan, we make sure the goals which we are planning for, is fulfilled at the desired time period. We will advise the total amount has to be invested in the funds which will give you assured returns, when one required to fulfill the needs. Eg. Child Education, Child Marriage, Purchase of Car, Home, Vacation Plan etc.

SUCCESSION PLANNING :

We would be formatting a proper will or we create a trust as per clients requirement with charging extra cost, which would complete once entire Financial Planning