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The Purpose of Comprehensive Financial Planning is to create a long-term road map to achieve your Financial Goals.

INTRODUCTION TO FINANCIAL PLANNING

Just as a doctor collects all relevant information about you and your family's medical history and lifestyle habits to arrive at correct diagnosis & suggest a proper line of action, we use detailed information about your current financial position – Income, Assets, Liabilities, Insurance Plans, etc. and your future goals & aspirations – Children’s education, children’s marriage, retirement corpus, real estate, vacations, etc. to prepare a detailed Financial plan.

Due to constantly evolving situations in one’s life, this detailed Financial Plan needs to reviewed periodically to ensure that the objectives (which themselves are subject to change) can be reached.


Comprehensive Financial Planning is a fairly involved process which requires 2 un-interrupted sessions of 2-3 hrs. each. Normally, the gap between the 2 sessions is 7-10 days.

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