FINANCIAL PLANNING

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FINANCIAL PLANNING

Financial Planning is a continuous process in which we assist you in defining your goals, estimating the cost of your goals and drafting a plan to achieve the same.

Your financial plan & investments should be based on your life and goals, not some impersonal benchmarks. Financial Planning is the first step towards responsible investing and meeting your life goals through the proper management of your finances.

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Why is Financial Plan important?


Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.


  • Want to better manage your finances, but aren't sure where to start
  • Don't have time to do your own financial planning
  • Want a professional opinion about the plan you've developed
  • Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

Are you wondering why you’d need a financial plan?


Say you have a goal – You want to be win a marathon.
Will you analyse your strengths and weakness and practice accordingly or will you do no practice and directly run a marathon?
In which scenario are you chances of winning higher?
This is what a financial Plan does.

  • It helps you clearly define your goals.
  • It estimates the amount you may need to achieve those goals.
  • It show you how to accumulate the said amount. …thereby making your success inevitable.