Financial Life Planning & Goal-based Planning
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett.
You may have a plan to buy a large house or an office space after a few years. You may need to build a fund for your son’s education abroad. You may need to create a fund for your daughter’s start-up venture. Or you may want to achieve financial freedom at a given age. For any such plan, you need a well-conceived plan to achieve your goals.
A financial plan acts as a guide as you go through life’s journey. It helps in determining your goals, your liquidity needs, contingency provisions, liabilities, financial security to your family. It helps you to check your financial health and assess your core & lifestyle expenses, income from various sources & its consistency, your current wealth creation progress, and chances of achieving your goals through your current investments and future investments through future cash flows. It also helps in identifying risks in and around your life, and use tools to protect your finances against those risks.
We provide comprehensive financial planning services to our clients. Kindly refer to Our Approach to understand the process in detail.