Navigate The Ups and Downs Of Your Life With a Good Financial Plan

Navigate The Ups and Downs Of Your Life With a Good Financial Plan

How To Identify a Good Financial Plan?
A Good Plan:

Covers all aspects of your financial life including Investments, Insurance, Tax planning, Goals.

Clearly identifies and prioritises goals and proposes ways to achieve them.

Provides a way to measure and track performance.

Tells you what is not possible. No false hopes.

Highlights past mistakes and helps you fix them.

How To Identify a Good Financial Plan?
A Good Plan:

Covers all aspects of your financial life including Investments, Insurance, Tax planning, Goals.

Clearly identifies and prioritises goals and proposes ways to achieve them.

Provides a way to measure and track performance.

Tells you what is not possible. No false hopes.

Highlights past mistakes and helps you fix them.

mistakes-fp

Common Mistakes In Building a Financial Plan:

Not taking a financial planning professional’s help.

Relying on friends and relatives for financial planning.

Assuming experts such as Chartered Accountant and Insurance Professionals can plan your finances.

Purchasing wrong financial products in the process of saving taxes.

Not reviewing the plan regularly.

Built in INDIA,
Recognized Globally

NASSCOM EMERGING 50

GLOBAL TOP 100 STARTUPS
RED HERRING – 2016

COOL VENDOR GARTNER – 2016

FINOVATE ASIA REGION
FINOVATE – 2013

Our Biggest Treasure Is Our Satisfied Customers

95% of our customers are extremely satisfied with our services.

64% of our customers refer us to their friends and family.

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