FINANCIAL PLANNING

Financial planning is a comprehensive exercise wherein your current financial situation will be evaluated along with your goals and aspirations. A detailed plan will be made which will take care of your investment needs, insurance and tax planning.

Our Comprehensive Financial Planning Service includes -

  • Assessing your Risk Profile
  • Assessing your Contingency Requirement
  • Assessing your Life Insurance Requirement
  • Restructuring your Existing Loans
  • Review of Existing Mutual Funds,equity,property,Gold etc...
  • Review of Existing Insurance Policies (Both Life and General)
  • Future Cash Flow Analysis (Family Budget)
  • Planning for Financial Goals such as House Purchase, Child Education, Child Marriage, Vacation, Retirement etc.
  • Defining Asset Allocation for your Financial Goals
  • Rebalancing of Portfolio
  • Fresh Recommendation on Both Life and General Insurance Policies
  • Fresh Investment Recommendation across different asset classes based on your risk appetite and time horizon
  • Action Plan
  • Transaction Assistance for implementation of your Financial Plan (Investment are not mandatory to be done through Team fpindia even though we will be happy to help you)
INVESTMENT ADVISORY

Wrong investment decisions can cost you a lot of time and money. Our experts will advise you on the ideal asset allocation, most suited funds and saving instruments for you.

ONE TIME CONSULTATION

Do you have questions related to Financial literacy & Knowledge coaching Programme, Financial Planning, Tax Saving, Investment Options, Saving Instruments, etc?
We will answer all your queries.

ASK THE EXPERT: NRI SERVICES

Do you have questions related to Financial literacy & Knowledge coaching Programme, Financial Planning, Tax Saving, Investment Options, Saving Instruments, etc?
We will answer all your queries.(For NRI only)

TAX PLANNING

By doing tax planning much in advance you can save a handsome amount in taxes and wrong investment decisions. Do not postpone this activity for the last moment. Highly recommended for salaried professionals.