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Why should you have a Financial Plan?

July 18, 2013 by assuredgain

Achievement of any goal needs a well thought out plan. Similarly, achievement of your financial goals needs a financial plan.

Consider the following questions about your financial future:

  • Do you know if your PF would be enough to give you a comfortable retirement?
  • Do you know how much you need to invest in order to have a comfortable retirement?
  • Do you know how much you need to save up in order to get an MBA education for your 1 year old after 20 years?
  • Do you know how much you need to invest today to get your 10 year old daughter married after 15 years?
  • Do you know in which investment avenues should you invest your money to achieve these goals?
  • Do you know which mutual fund schemes you should invest in, and how much, in order to achieve these goals?
  • Do you know if you have enough life insurance cover – something that can take care of your loved ones after you?
  • Do you know what kind of life insurance you should buy?
  • Do you know how much health insurance do you need?
  • Do you know what your net worth is?
  • Do you know what your asset allocation is?

A financial plan would help you answer these questions, and more.

 

What does “My Financial Plan” include?

  • A road map for making Investments in order to achieve your goals – with specific and actionable investment advise (including the name of mutual fund scheme, amount to be invested, etc)
  • Analysis of your life insurance needs
  • Analysis of your health insurance needs
  • Retirement planning for you
  • Analysis of your asset allocation
  • Calculation of your net worth
  • Analysis of your cash flows
  • Finding out your liquidity profile
  • Calculation of your emergency / contingency find requirements

It would also contain concrete suggestions for improving on all these aspects.  Please contact AssuredGain at 7200039282 for comprehensive financial planning.

 

 

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AssuredGain is a leading wealth management firm specialising in financial planning based in Chennai. We offer all the services traditional financial planners offer, except that at AssuredGain, we do things a little differently……and these differences mean we’re able to maximise your financial success and help you enjoy today – and retire life ready, certain you have enough.

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