Shop - Saurabh Bansal

Retirement Plan Basic

Saurabh Bansal

Planner Name - Saurabh Bansal
Location - Koramangala, Bengaluru
Experience - 10 years ,
Education - B.Tech, 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- 15+ ,
Client Retention Rate - NA %

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Description

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 “Retirement Plan - Basic” for individual clients with annual income less than 20 lakh per annum and relating to:

  1. Your current income and expenses
  2. Your current lifestyle and future expectations
  3. Your current asset and liability mix
  4. Future income and expenses
  5. Estimation of future medical costs, EMI, rental expense, living expenses etc.

Output: The financial planner will develop and deliver to you a customized retirement plan based on your current and future cashflows, age, medical conditions and target retirement lifestyle.

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.

2 reviews for Saurabh Bansal

  1. 5 out of 5

    (verified owner)

    I would like to thank Saurabh Bansal for their prompt service. The way FinVizer.com works is also excellent. and They advised the best Retirement Plan for me and They collect the documents right from door step. FizVizer is make my life easy for document submission.
    Thank you very much.
    Chandra V

  2. 5 out of 5

    (verified owner)

    I would like to thank Saurabh Bansal for their prompt service. It is easy to submit digital documents through FinVizer website. He advised the a good Retirement Plan for me. Also we can monitor the status from website, which is good as I cant travel for long due to hip surgery. Good luck.


Only logged in customers who have purchased this product may leave a review.

Planner Name – Saurabh Bansal
Location – Koramangala, Bengaluru
Experience – 10 years ,
Education – B.Tech (IIT), MBA (IIM), 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 – 15+
Client Retention Rate – NA

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