"Here is what we offer - Financial Planning"
Services:
Our experienced Certified Financial Planners will create a customised financial plan tailored to your unique financial situation and needs. This comprehensive plan includes Contingency fund planning, Insurance planning, Goal-based planning & Retirement planning.
Steps involved in the financial planning process:
To prepare and implement your financial plan, we follow a structured approach that includes:
Risk Profiling: Determine your risk tolerance and capacity, enabling us to tailor investment recommendations accordingly.
Financial assessment and Analysis: We assess your net worth, incomes, and expenses to gain a comprehensive understanding of your financial situation.
Asset Allocation: Designing an asset allocation strategy that aligns with your risk profile and financial goals.
Dedicated Personal Financial Planner: You will have a dedicated professional who will guide you throughout the planning process and provide ongoing support.
Fees:
Our financial planning service has a one-time charge of Rs. 10,000 + taxes.
Before proceeding, don't forget to read the Disclaimer - it's a small step that can save you from big surprises!