Need Base Financial Planning also known as Goal Based Financial Planning. No two investors are alike. Each one has its own needs and priorities. Likewise Building a Need Based Financial Plan that helps identify you needs ( goals ) , prioritizing of your goals and last but very important time to time review of your Plan.

This approach results in focus of the investment approach from achieving higher returns on the investment, or exceeding the market returns as well as to funding the one or some personal financial goals.

For Short Term Security –

• Liquid money ( ideal money in savings / current accounts )
• Emergency Fund

For Intermediate needs –

Fund for Buying Car , Planning a Holiday with Family or any other Financial Goal.

For Long Term Needs-

• Buying a new House
• Reirenment Planning

Whats there for you –

• -Insurance Planning Life/Health/Disability
• -Child Education / Marriage Planning
• -Retirenment Planning
• -Defining your Goals ( Need Base Analysis )
• -Riskometer Check ( Risk Tolerance Analysis )
• -Existing Investment Check
• -Building an Investment Plan
• -Monthly Investment Reports Online
• -Portfolio Review ( Quarterly, Half Yearly, Annually )
• -Online Portfolio Access

What We Charge you-

Rs.6000 Half yearly for building plan and Portfolio tracking and counseling. Online Portfolio Access is included in the cost.