Comprehensive Financial Planning
Comprehensive Financial Planning covers a 360 degree planning of your finances. From tax planning, contingency planning, child future planning, retirement planning, vacation planning to wealth creation.
Successful comprehensive financial planning leads to Financial Freedom. This enables individuals to have freedom to do what they want to do without having to worry about financial obligations. Financial freedom is an ultimate luxury where an individual works because he wants to and not because he has to. A financially free individual makes money work for himself and not the other way.
Comprehensive planning starts with helping the corporates/individuals/HNI in defining their goals, understanding their risk profile, creating a complete pathway to help them achieve those goals. At the same time, it helps in tax efficient investment planning, succession planning as well as helps to create an emergency corpus so that investors do not have to touch long term goal assets to fulfil short term emergencies.
Comprehensive planning ensures a smooth portfolio creation dedicated for each goal of life. It helps give a bigger picture to the individuals about their financial health.
Risk minimization is also achieved through contingency planning where we help investor to get financially ready to face unforeseen circumstances. Foreseeable risks are covered through proper planning and hence risk management and asset creation both can be achieved through comprehensive financial planning.