We offer a comprehensive financial plan covering each financial aspect of your life in detail so that you can achieve your goals with a clear actionable plan in tune with your risk profile and according to your cash flows.
Highlights of India’s most Comprehensive Financial Plan:
- Ready to implement, detailed financial plan spread over 30-40 pages, with key features such retirement simulation output and the probability of success for your financial plan prepared based on most realistic assumptions consistent with your risk profile.
- Get advice on ALL your financial queries and stay prepared for ALL your goals.
- Free one-time review after six months.
- Personal expert consultation regarding any queries during the implementation stage of the plan.
- The complete review of asset allocation and existing portfolio of clients with specific action points that helps meeting your financial goals.
- Objective unbiased financial advice based on “Fee-only” model and we don’t earn any commission from the distribution of any financial products.
- Implementation support like Direct funds purchase etc. provided.
- Actionable advice with the names of funds, stocks, policies etc.
Pricing: Rs.5,000 only per Comprehensive plan for a family.
Sample Plan: You can download the Sample plan and have an idea about it.