Financial Planning

Financial planning primarily aims at achieving financial independence. Participative financial planning is done on the following aspects.

  • Asset position and profiling: The asset position calculation process starts with calculation of assets of the investor in deposits, equity, real estate and retirement funds leads to potential of further asset allocation.
  • Financial Goals Defined: After deciding a realistic age to retire and projected expenses based on lifestyle, an amount of monthly income needed is defined. Considering inflation factors, an investment allocation that will deliver the needed monthly income, current saving and investment need is defined.