The five-step route:

Contingency Planning
• Have you created a fund for unforeseen emergencies?
• What if there is a sudden medical emergency?
Financial planning begins with bracing yourself for such situations and reducing the impact of adverse conditions in your life.

Risk Planning
• Our planner helps you identify events that can affect your family’s financial health and help you safeguard you and your family against the unforeseen.
• After doing adequate research and establishing a thorough understanding of your requirements we recommend products that are tailor made to suit your needs.

Financial Goal Planning
Do you know why you want to save money? Why is it that you are running through life?
• Financial Goals can be both basic & aspirational.
• Our advisor will help you identify and prioritise your goals in life.
• Besides a plethora of things the financial plan will act as a road map for you to achieve your goals.

Retirement Planning
Top Most of us forget that at some point in our lives, we will cease working and with it so will our monthly income. What does retirement mean? It means the time when you stop working for money and you can do whatever you wish to do to keep you constrcutive and fulfill your dreams.
• What do you want to do once you retire? Dream today and decide.
• People today opt for early retirement then retiring late.
• A financial plan can convert these dreams into reality.
• Be confident that you will continue to remain independent even post-retirement.

Estate Planning
Irrespective of the current stage of your life it is always a good idea to plan for your dependents since life sometimes takes unfortunate unexpected turns. Talk to your financial planner about how you wish your financial resources to be utilised and allocated.
• Do not leave things to chance, prepare a will well in advance to protect your family.
• Identify causes that you may wish to donate to.
• Your planner will help you control your financial legacy.

 
 

What is financial planning?

Financial planning is the process of wisely managing your financial resources which enables you to achieve your dreams and goals by negotiating the financial barriers in your life. It outlines a financial roadmap for you with information on your savings, spending and investments.

It is for you and your life

A financial plan needs to be specially designed to match your requirements. In many cases the absence of serious efforts to achieve your goals becomes the root cause of not realising ones dreams. The course of financial planning compels you to probe your desires and define your goals and objectives. A pertinent financial plan goes beyond just managing your finances by providing you with a blueprint for your future.

Rajesh Sahane © 2011    Website By Aap Ki Website
Home | About Me | Financial Planning | Our Services | Training | Process | Contact Me