The Comprehensive Financial Planning services analyses your financial health thoroughly and plans your investments and goals through a road map for the future. It secures all financial needs like children’s education, children’s marriage, retirement and assessment of obligation and tax optimization. The steps taken are detailed out below: -

Financial Prescription

Thorough analysis of your financial profile and risk appetite is done to chalk out short term and long term goals

Facets of Financial Planning

Seven facets of financial planning are applied according to your portfolio which include investment planning and wealth creation, insurance recommendation, liability management, retirement planning, expenses analysis, contingency planning and tax advisory.

Analysis

Thorough analysis of current cash flows and future projections are made based on the strategy recommended in the plan

Goal Driven Investing

Help you set long term milestones including retirement, earmarking your current portfolio to each of the milestones according to priority, development of a comprehensive investment strategy to achieve the milestones

Financial Risk Management & Insurance Planning

Analysing the current insurance situation on life and non-life front and recommending specific products if there is a need to increase cover