Benefits and Fees ▼
|Basic Financial |
|Services ►||Basic Financial |
|● Getting Full Picture of Current Financial Situation|
|● Life and Health/ General Insurance Planning|
|● Contingency Fund Planning|
|● Investment & Income Tax Planning|
|● Retirement Planning|
|● Creation of Wealth Corpus|
|● Planning for Children’s Education/Marriage|
|● Planning for House Purchase, One More Optional Goal|
|● Planning for Other Financial Goal(s)|
|● Debt Management|
|● Estate Planning|
|● Next 1-Year Income Allocation, 5-Years Cashflows|
|● One Year Action & Follow-up Plan; Proper Guidance in Implementing Action Points|
|● Consulting Support for 12 Months w.r.t. the Service Received|
|Service Fee* (1st Year Financial Plan Preparation)|
|● For Annual Family Income Above Rs 10 Lakh -||13,000/-||16,000/-|
|● For Annual Family Income Up To Rs 10 Lakh - Discount in fee, varying oppositely to income level, is available at planner's discretion.
...No one should get deprived of Financial Planning Service just due to Non-Affordability of Fee.
|* 50% of fee is payable in advance, the balance when plan is presented.|
I feel I have started a new way of life without worries about future
When first started with the financial planning process, I just felt I need to know ‘financial planning’ to settle down some of my personal finance issues. But after completion of my financial plan by Sukhvinder Sidhu, I feel I have started a new way of life without worries about future. Financial planning giving financial freedom to live at present!
Doing a very good work of securing financial lives
I have taken Sukhvinder Sidhu’s financial planning service this year. Along with what insurances are required specific to my family’s requirement and proper investments, the service involved many other essential things about money, which I was earlier ignorant about. As observed during our work meetings, I find him a nice person and a sincere professional with high commitment level. He is doing a very good work of securing financial lives of busy people like us.
Points out blind spots in our thinking, and helps us find appropriate remedies
Mr Sukhvinder is a thorough professional who is a hardworking and dedicated financial planner. He analyses a client’s life situation and goals in detail, and suggests options that will meet a client’s goals with the best chance of success, even if that may run contrary to the client’s own mindset.
I enjoyed working with him and look forward to a fruitful relationship in the future. I especially appreciate the rapid turnaround in response to questions and queries. He is open to suggestions and very flexible throughout every step of the planning process. He points out blind spots in our thinking, and helps us find the appropriate remedies. I wholeheartedly recommend Mr Sukhvinder for anyone looking for an unbiased, knowledgeable and dedicated financial adviser.
Very professional and committed to client satisfaction
I was looking for a fee-only financial planner and came across FinlifeCare solutions. The thing that attracted me most was Mr. Sukhvinder Sidhu’s commitment to cater to the needs of all sections of society with financial planning and securing their future.
In the last 2 years that i have worked with him, i can say he is very knowledgeable and very professional and really is a pioneer in financial planning. He diligently answered all my queries and gave me confidence when I was skeptical. He is committed to client satisfaction. If you are new and looking for help with your financial planning needs then I will strongly recommend Mr Sukhvinder. I will definitely be looking to work with him for many more years.
Always available for support and help in terms of financial planning
After having a first but bad experience with a famous financial planner last year, we found Mr. Sukhvinder Sidhu as an unbiased fee-only planner. It’s been a very happy and satisfying experience with him. Everything from Data Gathering to Plan Implementation is excellent! The most important thing – he is always available for support and help in terms of financial planning. We would recommend Mr. Sidhu to those who are in search of a Good Financial Planner.
The real benefits of Financial Planning to investor client comes from its Process. The Process of our Financial Planning service is quite elaborate and covers various steps categorised under 4 heads – CLICK HERE TO SEE OUR COMPLETE SERVICE PROCESS
Why pay Fee for our Financial Planning Service – READ HERE
(Disclosure: We DO NOT sell any financial products, nor do we have any tie-up with any company or individual for the same. Hence we DO NOT earn any remuneration (like commission) other than the planning fee from our clients.)