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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