Personalised Financial Planning- Towards Better Living:-
Everyone has dream to have sound financial life with proper planning towards life goals, protections against unpredictable events, having proper investment products, adequate income, managing of expenses and efficiently allocation of surplus funds. I provide Personalised Financial Life Planning- Towards Better Living and Estate Planning- Towards Peaceful Wealth Transfer service. I mainly work online through phone call and email for Personalised Financial Life Planning- Towards Better Living. You can book an appointment for detail discussion.
1] Personalised Financial Life Planning-Towards Better living:
There are five separate steps to complete whole process:
1) Risk Profiling, Gathering of Data, Determining Goals and Objectives:-
I will tart with Risk Profiling to assess risk tolerance level which will be communicated to you and you need to provide the consent of Risk Profile either on registered email id or physical document, data gathering means collection your current financial data, collection of KYC documents and received required fee. Once engagement process complete, I try to understand about your personal financial situation, financial goals and attitude towards personal finance, investment details etc.
2) Analysing and Evaluating your Financial Status:-
I analyses your information to assess your current situation and determine what must be done to achieve your goals. This assessment could include analyzing your assets, liabilities, cash flow, current insurance coverage, investments or tax strategies.
3) Developing and Presenting Recommendations and/or Alternatives:-
After analysing your financial status, I will develop and present a customised Personalised Financial Life Plan for you. It includes strategies and recommendations to achieve your goals, objectives and requirements.
This is your decisive Personalised Financial Life Plan which shows the mirror on current financial situation and future roadmap. I will explain on existing investment, cash flow, removing of unproductive investments, strategies to achieve goals and new recommendations. I urge you to understand Personalised Financial Life Plan properly and clarify it.
Before final 4th step, let me brief you the importance of next step and its objective through real life example. You are sick and visit doctor’s place. Doctor does check up and tells you to do some medical tests for further diagnosis. After medical test and proper examination, doctor tells you to take certain precautions and medicines. You haven’t taken medicine and ignore doctor’s advice. Now, what will happen to your health? You know its adverse consequences.
Same practical example is applied in this process also. I examined your finance, understand your needs and requirements, give Personalised Financial Life Plan with customised strategies and recommendations and afterwards if you haven’t implemented then what will happen to your personal finance health? 4th step gives its answer.
4) Implementation of Recommendations:-
One you understand the full action report along with strategies and recommendation, the important step is to implement the plans. You will responsible to implement the Personalised Financial Life Plan. I will help & guide you to implement the Personalised Financial Life Plan.
5) Review the Personalised Financial Life Planning Recommendations:-
Planning is a dynamic and ongoing process and it needs timely review. It is recommendable to review Personalised Financial Life Plan periodically (annually recommendable) and if required, revise the Personalised Financial Life Plan in case of change in goals, major earning issues, family needs or any other factors. This ensures you are on the right path.
Suitable for: if you are serious about personal finance and want to streamline overall personal finance comprehensively with clear road map of financial journey then this service is for you. This is a holistic service which covers your 360 degree personal finance. This service is also suitable for you if your wants ongoing hand holding support, unbiased guidance and proper discipline approach towards personal finance.
New Clients First Year Fee: Rs. 30,000/-
Existing Clients Second Year Renewal Fee: Rs. 15,000/-
Note:- Fee of new clients or existing clients may change subject to complexity, level of work and time required. There should be full 100% Fee payment required at the time of engagement. Fees are non-refundable and non-negotiable.
2] Estate Planning- Towards Peaceful Wealth Transfer:
Estate planning is the process of determining what will happen to your assets when you pass away or become incapacitated. Good estate planning will ensure that your assets are appropriately distributed and that your loved ones will continue to be taken care of in the event something happens to you. When planning your estate, you could use tools such as a will, setting up trusts, establishing power of attorney, and other special structure vehicles. Everything you own or would own after your death forms part of your Estate. When you plan for your Estate you decide what goes to whom, when, how?
The Estate Plan is an essential document and primary level of Estate Planning. Estate Plan allows you to protect and provide for those you care about after you have passed away or for yourself if you become incapacitated. It includes Will, Power of Attorney, Letter of Guardianship. It allows Identify someone you trust to make decisions for you if you become incapacitated, Specify who will care for your minor children if you’re unable to do so, Specify who will care for your specially-abled child if you’re unable to do so.
Many time the question arise that who need the Estate Planning? The simple answer is “YOU”. If you’re young and single, you may need only a few relatively simple items, like nominations, ‘Financial Power of Attorney’ & a ‘Will’. If you are married, you might require ‘Mirror Wills’. If you have children, you need a ‘Letter of Guardianship’ to name a guardian. If you have substantial wealth, you may need one or more trusts to help control how your assets are taxed, managed, and distributed.
* I provide Comprehensive services related to your Estate:Will Writing, Will Safekeeping, Will Executorships, Will Administration, Will Review and Revision, Will Probate.
*Trust Deeds for Minor Trusts, Special Child, Business Value Protection, Credit Protection, Regular Trust, Special Child Trustship and other trust related services, Letter of Guardianship.
*Letter of Administration, Letter of Succession, POA Drafting and Safe Keeping.
*Estate Planning Advisory Services.
Estate Planning services and fee related query, kindly contact at: +919825747771 or firstname.lastname@example.org
I work mainly online for meeting like through phone call or email. If you are located in Ahmedabad, we can meet personally. Distance is not a barrier for me as overall meeting and engagement is online through technological support. Hence, you are free to contact me if you are located at any part of India and world. You can reach me out by phone call or email. I will try my best to reward you back within 24 hours through email except on holidays.
Mobile: +919825747771, Email: email@example.com