Financial Planning Process

STAGE I - INTRODUCTION MEETING

• Process of Financial Planning & its importance
• Understanding Objectives & Goals
• Brief discussion on how we can assist

STAGE II - ENGAGEMENT FOR SERVICES

• Letter of Engagement
• Understanding of current financials
• Motive for investment
• Information gathering
• Financial Planning

STAGE III - PREPARATION OF FINANCIAL PLAN

On the basis of the Basic Data Sheet and the supporting documents we will:

• Analyse your Current Financial Situation
• Help you in Finalizing your Financial Goals
• Make recommendations with reference to Maintenance of Contingency Fund, Risk Management & Insurance Planning, Loans / Debt Management, Investment Planning, Retirement Planning, Tax Efficiency Review, Estate Planning and other recommendations.

STAGE IV - IMPLEMENTATION OF FINANCIAL PLAN

• Implementation of Financial Plan
• Modes of Investment
• Tenure of Investment
• Review change in lifestyle
• Review health
• Review career
• Review Financial Goals & achievements
• Review Financial Health (Income, Expense, assets & liabilities)