Comprehensive Financial Plan

Comprehensive Financial Plan includes all the various aspects like tax, investment, insurance, retirement etc.

This product is recommended to be purchased after a General Financial Checkup. This enables the client and the financial planner to start with a broad understanding of the client requirements, time horizon, cashflow requirements and risk tolerance.

The financial planner will undertake “Comprehensive Financial Plan” for individual clients relating to:

  1. Tax planning
  2. Insurance planning
  3. Investment Planning
  4. Retirement Planning

Output: The financial planner will develop and deliver a customized and comprehensive plan that includes all the above aspects like tax, investment, insurance, retirement etc.

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.