You Travel a journey without a destination… mean no target.
You Stop Playing 100% in your financial life.
You are Under Agents and Distributor's Control to buy idiotic products which you may not need.
Your Financial Life is going on Luck by Chance, not Luck by CHOICE.
And these things can be avoided, if you have financial planning place in your Life!
Financial Planning is high personalized service. It is not product. It is cyclical service that constantly repeats as your needs change over time. Preparation and implementation of the financial plan is a long-term relationship and not a one-off exercise. For the success of the financial planning exercise, it is essential that you should have complete confidence on the planner. Financial planning is a two-way interaction between you and the planner. It is not and should not be treated as a one-way prescription which is to be given by the planner to you.
Both the planner and you have certain responsibilities to make the exercise a SUCCESS.
NSE has developed an online platform MFSS.This is a transactional online platform which facilitates you invest as lump sum, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units under the strictly guidance of your adviser.
Convenience is just a click away! We offer a host of services to manage your mutual funds and other investments. You can now integrated consolidate online portfolio view of all your holdings in all Funds serviced by us in one single window through our Wealth Magic Portfolio Online.
CFPCM , CERTIFIED FINANCIAL PLANNERCM, and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.