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:
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Advanced Plan |
Advanced Plus Plan |
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Customized Financial Plan |
Customized Financial Plan |
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E-locker Facility |
E-locker Facility |
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Online access to your portfolio |
Online access to your portfolio |
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Track your goals online |
Track your goals online |
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Half-yearly Reviews |
Half-yearly Reviews |
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Quarterly Reviews |
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Dedicated Relationship Manager |
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Creation of Will |
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Advanced Tax Planning |
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Liability Reduction Programme |
To know more, Call: +91 22 66551221 or Email us at: financialplanning@phillipcapital.in
