Financial Planning

Overview

Financial planning is long term process of wisely managing one’s finances so one can achieve his financial goals. . Financial planning starts with a review of one’s overall financial profile, and not at investing. Before rushing to build an investment portfolio, one needs to assess his/her financial health. It focuses on goal based planning.

It includes:

  • Risk Assessment and Planning
  • Retirement Planning
  • Specific Goal Planning (Like Children’s Education etc.)
  • Investment Planning
  • Tax Planning
  • Estate/Will Planning

Ask yourself these questions?

  • Do you know how much you should have in your retirement kitty?
  • Do you have an idea that if you are spending 50,000 p.m. today, the same things will cost you around 2.7 lacs p.m. after 25 years?
  • Is your family secured if something unforeseen happens to you?
  • Do you know how much you will need for your child’s higher education?
  • Do you have a WILL?
  • Are your financial consultants giving you an unbiased view, keeping your financial goals in mind?

If you answered ‘No’ or ‘Don’t Know’ to any of these questions, you are in urgent need to get in touch with a professional to understand your financial well being and future course of action.

Our Offerings:

We offer two different plans to cater everyone’s needs:

Advanced Plan

Advanced Plus Plan

Customized Financial Plan

Customized Financial Plan

E-locker Facility

E-locker Facility

Online access to your portfolio        

Online access to your portfolio       

Track your goals online

Track your goals online

Half-yearly Reviews

Half-yearly Reviews

 

Quarterly Reviews

 

Dedicated Relationship Manager

 

Creation of Will

 

Advanced Tax Planning

 

Liability Reduction Programme

To know more, Call: +91 22 66551221 or Email us at: financialplanning@phillipcapital.in

 

 

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