Financial Planning
“A financial plan encompasses a detailed overview of an individual’s current financial status and their long-term financial objectives, along with strategies aimed at achieving these goals. It commences with a comprehensive evaluation of the individual’s present financial situation and future aspirations. This plan can be developed independently or with the guidance of a certified financial planner.”
Features
Ensuring Adequate Fund Availability: The primary objective of financial planning is to ensure that funds are accessible in times of emergency or whenever they are needed for utilization. It is essential for firms to maintain sufficient funds for various purposes.
Preventing Unnecessary Fundraising by Firms: Inadequate funds can be as detrimental as excess funds. Idle capital can lead to losses for a firm compared to investment opportunities. Hence, appropriate fund allocation is a crucial aspect of financial planning.
Up to 100 INR,2,000/- Per month
101 to 250 INR,4,000/- Per month
251 to 500 INR,5,000/- Per month
( inclusive of all taxes )*
FAQ
- Increase your savings
- Enjoy a better standard of living
- Be prepared for emergencies
- Attain peace of mind
Financial planning offers guidance and purpose to your financial choices. Investing in specific financial products could enable you to save sufficiently for your child’s future education expenses. It also facilitates a smoother adjustment to life transitions and instills confidence that your objectives are being met. Through financial planning, you gain insight into how each financial decision impacts other aspects of your finances.
A financial planner is an individual who utilizes the financial planning process to assist you in establishing strategies to achieve your life goals. Their primary role involves aiding individuals in recognizing their specific financial planning requirements.
