Services
Comprehensive Financial planning
Financial Planning is identifying and defining financial goals, prioritizing them and achieving these goals with a clear, focused and a customized game plan.
The first step in financial planning is detailing the goals and objectives one has in life and matching them with present assets and income. We have to consider the life cycle stage of the individual, time horizon, liquidity needs, impact of taxation and inflation also.
What will you get and how much are the charges?
Indian Resident
Annual Fee for Comprehensive Financial Planning
- Review of existing Life Insurance & ULIPs
- Review of existing health insurance
- Review of existing mutual funds
- Life insurance/Health insurance planning
- Children education/marriage planning
- Tax Planning
- Retirement Planning
NRI's
Annual Fee for Comprehensive Financial Planning
- Review of existing Life Insurance & ULIPs
- Review of existing health insurance
- Review of existing mutual funds
- Life insurance/Health insurance planning
- Children education/marriage planning
- Tax Planning
- Retirement Planning
Senior Citizens/Single Parent
Annual Fee for Comprehensive Financial Planning (with less than 1 Crore Assets)/ Employees with monthly family income of less than 1 Lakh
- Review of existing Life Insurance & ULIPs
- Review of existing health insurance
- Review of existing mutual funds
- Life insurance/Health insurance planning
- Children education/marriage planning
- Tax Planning
- Retirement Planning
(The renewal fee will increase by 1000/- once in 3 years.)
Rs. 10,000/- + applicable GSTF.A.Q's
First, we will analyze your current investments and insurance and give you an independent opinion on each of them. This will act as a second opinion about them. After understanding your major financial goals in life, we will give recommendations on where to invest to reach these goals.
Since we are not selling any products, you can be rest assured that we are 100% neutral in our recommendations. Fee Only Financial Planner alone can protect the interest of the clients.
After 1 year, if you see value in our services, you can renew the membership with a renewal fee of 10,000/-. We will do a thorough review at that time and suggest changes required.(The renewal fee will increase by 1000/- once in 3 years.)