Independent planning on your investment requirements!
(There is NO SELLING of insurance policies, investment products)
It should be ensured that your investments make life easy by achieving your life’s financial goals. Your Investment Plan comes with recommendations on your existing Investments and for new ones, and covers 3 financial goals. It also covers Creation of Wealth Corpus. Avail yourself of this independent, professional and personalised investment planning solution!
Who should opt for our service of investment planning?
- Those who do not want to go for comprehensive financial planning but want solution only for investment needs
- 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 children’s future and house purchase, 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
What does your money do if it is not invested but kept in your pocket? It simply does not work for you, and you will never have more money than what you save. Your job is only half done when you save money. The next important step is investing it.
By investing your money, you are making your money to generate more money by earning return on the investment. It is important to make your money work to make life easy by achieving your life goals. Whether your goal is to send your kids to college or to retire rich yourself, investing is essential to getting you where you want to be. For making a proper investment, you need to:
- Set your investment objective and the future goal amount for the new investment to be made;
- Have adequate knowledge of the various available investment options;