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.

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Service ►
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:
80% 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

 

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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

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