I am not able to save enough, how financial planning will help me?
Financial Planning starts with collection of your overall financial data, reviewing the financial data helps identifying the shortcomings in the financial health, as per requirements we come to know how much saving is enough, what steps are to be taken to increase the savings if required.
What support do you provide ?
We provide a full years support to our Comprehensive Financial Planning Clients on their queries related to the plan and provide solutions for any difficulties faced by the client in the implementation of the plan
Are your Fees Fixed ?
Yes, The Fees is Fixed, however if someone needs a Quarterly Review on their Plan the Cost will be Rs. 5,000 extra, any other Service which is not mentioned here like Mutual Funds Review, Debt Management, Home Loan Prepayment or Investment, Insurance Policy review will be as per Mutual Understanding after having a look at the Work required to be done.