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General Financial Checkup

Kamalalingam Planners

Planner Name – Kamalalingam S
Location - Chromepet , Chennai
Experience - 10 years ,
Education – B.A.L, MBA, CFP ,
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning
Income Criteria - Advises clients with over 1 lakh in net annual income
Asset Criteria - Advises clients with more than 1 lakh in savings & investments
Assets under Advisory - NA crore,
Number of current clients- 500+ ,
Client Retention Rate - NA %

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Description

The financial planner will undertake general financial checkup for individual clients with annual income less than 20 lakh per annum and relating to:

  1. Annual Income
  2. Annual Expense
  3. Insurance coverage and risk exposures
  4. Adequacy and suitability of existing investment portfolio
  5. Basic review of retirement plan (if any)

Output: Based on the review, you will receive a 1-2 page report which reviews your overall financial health and identifies areas for improvement.

Please note that the general financial checkup 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.

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Planner Name – Kamalalingam S
Location – Chromepet, Chennai ,
Experience – 11 years ,
Education – B.A.L, MBA, CFP ,
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning.
Income Criteria – Advises clients with over 1 lakh in net annual income
Asset Criteria – Advises clients with more than 1 lakh in savings & investments
Assets under Advisory – NA
Number of current clients – 500+
Client Retention Rate – NA

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