Engagement Model

First Of All WE Would Like To Thank You For Your Interest In Our Proposition.

We Would Like To Introduce You To The Concept First So That You Can Understand Why We Would Like To Go For The Personal Financial Planning With Us.

Online Financial Planning

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Analysis Of Complete Financial Of Present

Future Projections Based On Present Work Done

Gaps Identified

Goals Taken Into Consideration

Comprehensive Tax Suggestions

Complete Analysis Of Investments

Complete Analysis Of Loans/Liabilities

Identifications Of Non Compatible Investments Etc

Risk Profiling

Any Other Value Addition Depending Upon Analysis

Implementation-With MF

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Resolution Of Issues Identified In The Plan

Suggestion Of This To Be Done In The Gap Defined

Restructuring Of Loans Etc For Better Liquidity

Things To Do To Cover Risk Anticipated

Things To Do To Achieve Goals Identified

Creation Of New Identities If Required

Helping In ITR Filing

Will Creation

Any Other Value Addition Depending Upon Analysis

Implementation-Without MF

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Resolution Of Issues Identified In The Plan

Suggestion Of This To Be Done In The Gap Defined

Restructuring Of Loans Etc For Better Liquidity

Things To Do To Cover Risk Anticipated

Things To Do To Achieve Goals Identified

Creation Of New Identities If Required

Helping In ITR Filing

Will Creation

Any Other Value Addition Depending Upon Analysis

MUTUAL FUNDS ADVISORY

Benefits:

Online Financial Planning

Our Services Are A Complex Combination Of Various Things That Are Required By An Individual For Achieving His Personal Goals. The Services Are:

Tax Planning

Investments Planning

Risk Planning

Retirement Planning

Will & Estate Planning

Debt Restructuring For Better Liquidity

Our Products

We give you best in class options to implements in various products under the heads:

Tax Planning Advisory

ITR Filing

Retirement Planning

Children’s Future Planning

Education Loans

Home Loans & Related Secured Loans

Personal Loans & Business Loans

SME Loans

Life Insurance Plans

General Insurance Plans

Health Insurance Plans

Mutual Funds

Creation of Entities- Trusts & HUFs

Travel Advisory

Debt Restructuring-Improving CIBIL Score

Real Estate Advisory

Most Of Us Think The Above As An Individual Product Lines Only Like ITR Filing Or Mutual Funds Advisory Or Even Children’s Planning, But In Actual Unless We Look At A Whole Some Combination Customized As Per Our Requirements.

The Model:

The Soul Of Our Achieving Our Goals Is “THE PERSONALIZED FINANCIAL PLAN” That Can Only Be Suggested After The Financial Plan Is Generated Post Analysis Of Things We Have Done.

And Since This Is Not A Software That Is Available For All Use, Purely Because, This Is Dependent On The Experience Of An Advisor In Creating Solutions Customized To Us, We Often Take Lot Of Time To Think As If This Exercise Is Very Complicated!

Our Enrollment Process

Step 1

Post Discussions On The Phone, You Can Enroll Via Online Financial Planning Module By Paying Level 1 Fees For Creation Of Financial Plan

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Step 2

Once The Financial Plan Is Understood, You Can Choose From The Either Of Next 2 Implementation Plans By Paying Level 2 fees.

With Mutual Funds

Without Mutual Funds

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Step 3

Implement The Financial Plans To Achieve Your Goals.

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Step 4

Renewals For Existing Clients

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All The Clients Opting For Step 2 Are Reviewed Comprehensively 2 Time In A Financial Year. The Tenure Of The Financial Plan Is Usually Every Financial Year – From April To March.

We Give 100% Support Via Phone, Mails, Whatsapp, Skype & Text On All The Products & Services Mentioned Above 24*7 So That Any Opportunity For Benefit To The Client Is Not Left Out Ever.

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