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| Home > Wealth Management |
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| We’ve all got responsibilities! And some serious responsibilities: you may need to buy a family house, get your children educated well, married grandly… the list goes on and on and on! And maybe after you’ve managed to achieve these basic goals, you can even begin to think about that beach house you always dreamed of! Sadly though, you can’t afford that with just your retirement fund. So… you’ve toiled hard all your life so you can live your dreams, but despite that, they may remain incomplete... Want to know why? Heard of the saying, “By failing to plan, you’re planning to fail”? It’s true! Everything big in life requires planning and execution. Like financial goals. These major goals definitely need a Plan to become a reality! Even more basic goals, like renovating your house, taking a holiday, and having money ready for emergencies are easier to reach if they’re backed by a strong FINANCIAL plan.
A financial plan is nothing but a step-by-step approach to meet one’s life goals. Why go for a Financial Plan? Multiple reasons. For one, parental needs are rising, and kids’ dreams are going to cost money. Lots of it! Because don’t forget inflation…It will only make these goals more expensive as time goes by!!!!!
Another reason - the professional environment is now highly competitive, and even with a high income, jobs cannot be taken for granted. This means money must always be available in times of emergencies. And with newer and bigger medical advances, people live longer retired lives!
But how will all this this get funded? With a financial plan that ensures an income post retirement. Finally, with the number of investment products always on the rise, a strong plan cuts through the clutter and ensures that the right investment products are chosen to achieve these objectives. |
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| Imagine if your daughter’s wedding is in 1 year and you’re trying to decide how much money to put aside for it. But because you did not start planning for this sooner, you can only afford a certain amount. You may still want to give her the best, so you cut back on expenditure and begin furiously saving for the wedding. But as you get closer to the date, you realize things aren’t going as well as you hoped. You’ve booked the space, bought clothes & jewelry, but what about the food? The florist? The wedding invitations? And imagine if these coincides with your son’s college semester fees are due at the same time that you have to make big wedding purchases.
A financial plan, drawn early and wisely, may have been able to save you all that stress! With a strong financial plan, your savings can be directed into suitable investment vehicles, building a corpus for the important things coming up (for e.g. children’s education & wedding, building a house, retirement funds) and preparing you for the challenges that life will continue to throw at you (illnesses, accidents, unaccounted expenses).
The point is that to turn any dreams into reality, one needs to plan for it. And planning well includes all the key elements like:
- A financial advisor who understands an investor’s needs and goals and can help plan for it.
- An assessment of the investor’s personal risk to determine suitable products that will meet goals.
- An Asset Allocation Plan to channelize your savings into suitable investment options.
- Savings to support or fund those goals.
- Execution and monitoring through timely reviews
The main objective of the plan is to give investors all the information they need to invest money and achieve their goals, keeping in mind factors like time horizon, taxes, inflation and risk. And with a strong plan in place, you’re more likely to take care of your responsibilities as well as realize your dreams. So go on… dream about as many beach houses as you like but remember to PLAN for them first! |
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| Children's Education & Marriage Planning |
| The cost of college. Four simple words that strike fear in the hearts of parents everywhere. However frightening the skyrocketing costs of sending a child to a top-tier private college, there's good news. The growth of college costs is finally cooling down, and even better, a little planning goes a long way towards contributing to this expense.
Regardless of the method you choose, saving for your child's college education is like any other investment. The sooner you start, the better the chances your money will increase substantially and enable you to pay for your child's education with ease.
Use our smart Kids Education Planning tools to help you decide how much money to put aside for education and marriage.
The time to start is now. ! Just fill up your Kids Marriage & Eduaction Planning Form and logon to our Member Login section to start your Financial Planning for Kids. |
| Children's Education Planning & Marriage Now |
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| Wealth Creation |
An extremely popular Wealth planning technique is to plan and save with inflation into consideration. Our Wealth Builder Tool provides option to create a perfect savings plan for all your dream assets, like- CAR , HOME etc
Use our smart Wealth Bulder Calculator to make a perfect savings plan- Its really exciting !!
Just fill up your Wealth Builder Planning Form and logon to our Member Login section to start your Financial Planning for Wealth.. |
| Start Your Wealth Creation Now |
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| Happy Retirement Planning |
| There are many techniques in which it is possible to plan for your retirement solutions. The very first step in making the correct moves is usually the step that involves truly developing a plan of action that you can follow as a family. Lots of people focus too much on the now or too much on the later and have a great deal of difficulty in relation to developing a happy medium for savings and investing.
Even if you are younger, start putting money often in to a retirement account. A little investment at a early age can easily grow into a significant sum as soon as retirement comes about. Whenever you are young, you've got time on your side. |
| Just fill up your Retirement Planning Form and logon to our Member Login section to start your Financial Planning - You will be impressed at how speedily your money will compound. |
| Start Your Happy Retirement Planning Now |
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