Financial Planning, Investment Advisory

1. How does comprehensive financial plan help you? Creating a comprehensive financial plan helps you to     Understand your current financial standing Provides a roadmap to your dreams and goals Empowers you to take rational financial decisions Develops a set of tools to face life’s unexpected evens so that you will not be fooled by randomness Keeps you focused on the goals you have set for yourself  This service includes,            Access to a dedicated Certified Financial Planner Unlimited number of calls or meetings in a year In person data capturing session Analysis of your existing saving and advice on your existing portfolio Comprehensive Financial Plan in soft and hard copies Action Plan (with help from an experienced distributor) Implementation through an experienced distributor Free access to WealthERP, our portfolio monitor Regular market updates An interesting monthly newsletter called ‘Pigeon’ from our associate Renewal Reminders Note : Execution services will be provided by our associate Mr R Ganesh, who is a certified personal financial advisor (CPFA). The decision to avail his services is up to you and not compulsory.