KEEPING PORTFOLIO PERFORMING AND FINANCIAL PLAN ON TRACK!
(There is NO SELLING of insurance policies, investment products)
After you have got your financial plan prepared, as per the service opted from the 4 financial planning service options for you, you get the service for periodically reviewing your investment portfolio and financial plan. Investments are managed primarily using Strategic Asset Allocation and by selection from actively managed mutual fund schemes.
Normally annual review of both investment portfolio and financial plan is sufficient. But investor has the option of getting an additional mid-year review of his/her investment portfolio for better results, from 2nd year onward of his/her financial plan.
Benefits/Features Covered and Fees ▼
|Annual Investment Portfolio &
Financial Plan Review
|a) Investment Portfolio Review ▼|
|● Review of Your Investment Portfolio in relation to Asset Allocation, Performance and Achieving Objectives|
|● Report and Explanation on Above Review, with Recommendations for Any Investment Corrections and/or New Investments if Required|
|● Recommendations for Re-balancing of Investment Portfolio, if Required|
|b) Financial Plan Review ▼|
|● Review of Financial Plan considering All Parameters and with Fresh, Complete Data|
|● All the Tasks/ Benefits Covered During First Year Plan Preparation as per Opted Service|
|● Report and Explanation on Above Review, with Notes on Progress & Deviations from Previous Plan and Recommendations For Any Corrective and/or New Actions Required|
|Service Fee ▼|
| - For Annual Investment Portfolio & Financial Plan Review:
70% of the first year financial plan preparation fee, as applicable at the time of Review
| - For (Optional) Mid-Year Investment Portfolio Review:
30% of the first year financial plan preparation fee, as applicable at the time of Review
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.
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.
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.
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!
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