A comprehensive Financial Plan is what you need. At our Company in India we offer you with Comprehensive Financial Planning solutions which would involve …

• A detailed study of your goals
• Preparation of a comprehensive Financial Plan
• Monitoring of the Financial Plan on an on-going basis

Financial planning is not about one time asset allocation: it is an ongoing process that requires taking a view of your all your financial transactions and situation. It takes a holistic look at your finances currently: it takes into account your incomes and expenses as also your starting net worth. It then projects your financial situation going forward and helps you make financially prudent decisions on the way!

THERE ARE MANY REASONS why clients may not undertake financial planning on their own, including the following:

• Thinking they have insufficient assets or income to warrant planning
• Assuming their financial situation is in good order
• Putting off what is complex and worrisome
• Not wanting to consider unpleasant events, such as death, disability, unemployment or property loss
• Thinking Financial Planning is expensive

ALL these Assumptions are FALSE. Of course, failing to plan also COSTS Money.

• Inadequate Protection against personal catastrophes such as death, accident, serious illness or other major negative events
• To little money set aside for retirement
• Not reaching Financial goals in life
• Higher than necessary income taxation