Goal Planning
A. Goal Planning (Child Marriage / Education / Retirement)
Goal planning is an essential part of everyone's financial plan. It is very important to pen down the various milestones in your life and the best strategy to achieve these goals is to start early so that small contributions over long period of time which gives compounding benefits over long period of time. We sit down with you and understand the requirement of funds for various milestones and get provide you the amount of money which needs to be invested every month to achieve the objectives.
Major Milestones
- Child's Education
- Child's Marriage
- Retirement
Other Goals
- Buying a Car or an asset
- Holiday / Vacation
Comprehensive Financial Plan
We help you in preparing a comprehensive financial plan
- Personal and Basic Financial Information (Income / Expenses & Asset / Liability, Cash Flows)
- Defining Risk Appetite and Asset Allocation
- Identify Goals and Objectives
- Formulating Milestone Planning
- Identify Financial Constraints
- Recommendation
- Implement Strategies
- Monitor and Review
