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What is Financial Planning?
Financial Plan is a written document that
clearly defines Financial Planning helps you
take better control of your financial situation, enhance the quality of life
and make you feel money confident.
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the road-map or strategies to achieve your life’s important financial goals,
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reduces financial risk & money-related uncertainties of future needs and
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helps you maintain a good financial health.
Financial Planning covers all aspect of Money Management.
Goal Planning
Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.
Retirement Planning
What should be your retirement corpus to lead a happy retired life.
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Insurance Planning
What’s your human life value? What should be your cover? Which is the best one for you?
Emergency Funds
Funds for unplanned expenditures.
Tax Planning
Proper tax planning will help you save tax, leaving more money in your hand.
Budgeting & Loan Management
Proper tax planning will help you save tax, leaving more money in your hand.
Investment Planning
Investing in best suited invests to achieve your goals confidently.
Benefits of financial planning
Achieve your life’s most important goals confidently and feel proud.Children’s Education – Children’s Marriage – Buying a house – Retirement Fund.
Tax planning helps you save tax and leaves more money in hand.Invest in right tax-saving products for optimum return and matching your cashflow.
The right investment options.
Invest in investment products that suits your investment horizon & risk appetite.
Ensures that you cover all your risks.Create the best combination – get high insurance cover by paying low premium.
