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Comprehensive Financial Plan

Comprehensive Financial plan will view your each financial decision as a part of whole, while considering your long term and short term effects on your life goals. We will formulate a detailed financial plan which you feel more secure and more adaptable to life changes, once you can measure that you are moving closer to the realization of your goals.  

It requires us to collect as much information as possible about your personal and financial information, current resource, assets and liabilities etc. We have to need to analyze the collected information from a number of different aspects to develop a comprehensive financial plan.

Suitability

Those who are serious about their financial life and could establish long-term relationship till their life ends. Those who understand that Financial Planning is not a one-off exercise as it is ongoing process till the life goals achieved.  Comprehensive Financial plan will touch your each and every aspect of your financial needs and make depth analysis of your current and financial needs.  

Fee Structure

 

The minimum lump sum fee starts Rs 15,000 per annum but final fee will be set on the portfolio complexity in the plan which could be fixed or some percentage on annual income.

 

We have to prepare for you a Comprehensive Financial Plan that would contain details of:

 

o   Complete details of the family members of the client

o   A list of all the goals of the client

o   A list of assumptions which have been used in working out the various future scenario

o   Assessment of your Risk Profile

o   Networth Statement which includes all the Assets and Liabilities of the client

o   Cash Flow Statement containing all Incomes and Expenses

o   Life Insurance Need Analysis

o   Calculations containing details of Retirement Planning

o   Details related to Taxation and Emergency Fund

o   Details related to various goals that need to be met

o   Asset Allocation Strategy

o   Working of the Investment Plan

o   Product Recommendations

o   One Year Action Plan

o   5 Year Projected Cash Flow Statement

o   and much more…

 

Disclaimer

We do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Let's Start Here

 

     Invest Online-NSE

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.



 

 

 

 

 

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  Online Portfolio View

  

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.  

 

 

 

 

 

 

 

 

 

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Testimonials

I am very happy and greatly satisfied with the PrudentFP Financial Planning services as they are giving to me
Deepak Tiwari, Panchkula (HR)
Suresh has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair. He has demonstrated sound and conservative financial ability.
Parveen Sharma, Bilaspur (HP)
Suresh is truly what I will call you as Financial Doctors/True Certified Financial Planners looking after my financial health. I fully recommend his name to whosoever who wants to come to them for getting their financial planning done.
Parvesh Bansal(NRI), Mandi Gobindgarh (Punjab)
I would unequivocally recommend Suresh’s services to anyone who cares about his financial health. The very reasonable fee that Suresh charges for his services are well worth the results.
Suresh Kumar, Sirhoi (Raj)
Suresh’s monthly cash flow management calculations and the consequent recommendations take into account all the requirements of a family and offer complete clarity as to the way forward.
Vishal Kakar, Panchkula (HR)
Prudent Financial Planners gave me a totally different perspective about money and how you can make your money work for you. I got to know about term plans and health insurance and other modes of investments.
Amit Goyal, Panchkula (HR)
Suresh has been advising me on my financial affairs since long time. I have already been burnt my fingers in stock market and then, Suresh had realized and brain stormed me about my investment plan.
Kulbhushan Jamwal, Distt Kangra (HP)
Your articles are really fabulous; I am your great fan. Sir I want my son to become great person like you
R.K. Mulchandani, Through e-mail

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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.