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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Finance is always a important part / role of every one's life. To enhance your life style and to plan the upcoming future expenses like children's education, retirement life goals, unexpected changes in life, to fulfilled your dreams, etc. Financial planning required.
- Income & Expenses: Track income, list expenses (fixed & variable).
- Goals: Set short, mid, & long-term financial goals (e.g., retirement, home).
- Budget: Create a budget to track spending and save.
- Debt: Manage debt (credit cards, loans) with a repayment plan.
- Savings: Build an emergency fund, save for goals, invest for growth.
- Risk Management: Get insurance (life, health, property), plan for estate.
- Review & Adjust: Regularly review and update your plan as needed.
You can review your financial plan annually or when life changes (job, marriage, kids). Here's how to do it:
- Gather your financial documents: This includes your income statements, tax returns, investment statements, insurance policies, and any other relevant financial documents.
- Review your current situation: Assess your current financial situation in light of any changes that have occurred since your last review. This includes any changes to your income, expenses, debt, or life circumstances.
- Update your goals: Revisit your financial goals and ensure they are still relevant and achievable. If your goals have changed, adjust your plan accordingly.
- Review your budget: Analyze your spending habits and identify any areas where you can cut back or save money. Adjust your budget to align with your updated goals and financial situation.
- Rebalance your investments: Review your investment portfolio and ensure it is still aligned with your risk tolerance and investment goals. Rebalance your portfolio as needed to maintain your desired asset allocation.
- Review your insurance coverage: Ensure that your insurance coverage is still adequate to protect your assets and income. Make any necessary adjustments to your insurance policies.
- Update your estate plan: Review your estate planning documents (will, trust, power of attorney) to ensure they are still up-to-date and reflect your current wishes.
- Set a date for your next review: Schedule a date for your next review of your financial plan. This will help you stay on track and ensure that your plan remains relevant and effective.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Monday - Friday: 9am - 5pm (IST)
Saturday - Sunday: By appointment
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