Basic Combined Design of Personal Finance

Most cost-effective, independent and personalised financial planning solution!

(There is NO SELLING of insurance policies, investment products)

Your Basic Financial Plan comes with recommendations on your Insurances, Investments, Taxation, Contingency, and covers 4 basic financial goals including Retirement Planning. It also covers Creation of Wealth Corpus. Avail yourself of this most cost-effective, independent, professional and personalised financial planning solution!

Discount in fee for Basic Financial Planning service, proportionate to income level, is available to those with annual family income up to Rs 6 lakh and investment assets up to Rs 10 lakh, at the discretion of the financial planner.

 

Who should opt for our basic financial planning service?
  • Those who care for their life more than anything else
  • Those who want to properly manage their hard-earned money, in an ongoing planned way, for optimum returns and to create wealth
  • Those who want to plan for contingencies, income tax, children’s future, house purchase, retirement and one more optional financial obligation/goal, for achieving these in time

 


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

 

You actually have five FinlifeCare service options from which you can choose one as per your requirement – CLICK HERE TO COMPARE THE BENEFITS AND FEES OF OUR 5 SERVICES OPTIONS

 

Why pay Fee for our Financial Planning Service – READ HERE

 


Personal finance includes all the financial decisions and activities that you undertake to manage your money and future. Planning your personal finance is very important if you want to make the most out of your life.

Basic Financial planning covers aspects of your personal finance in an integrated & effective way, and it is the need of every family!

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