Take the first step towards securing your family’s future. PLAN. Your plans should reflect what you aim to achieve in the coming years, both for you and for your family. Such plans can be either short term or long term. Here are a few examples of plans that we generally have on the back of our minds, which more or less, have a defined cash flow obligation:

The next step, after planning your goals, is to analyze how much you need to set aside to achieve the same. This involves understanding not only how much you need to save, but also how much you would be able to save, in order to achieve your goal! And don’t worry if you fall short of the required investment, you can always top it up when you have the necessary funds. You can ponder over a few points like these:

The next step towards achieving your financial freedom is creating a financial plan for the future, based on the planning and analysis done in the previous phases. Such financial plan shall be prepared primarily on the basis of the risk profile of the client and the investible surplus. This plan shall be generated by our advanced technology backend, based on the inputs provided by your Financial Mentor

Coming to the easiest step, once we have created your financial plan, now we steer you towards achieving your financial goals. This shall involve continuous monitoring of your portfolio from our end, to ensure that your goals are achieved. While you sit back and relax, even you can track your financial goals, with the help of our ‘Money Manager’ platform.