About Financial Planning

About Financial Planning

Financial Planning is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events. When planning finances, the individual would consider the suitability to his or her needs of a range of banking products (savings accounts, fixed deposit, credit cards and consumer loans) or investment (stock market, bonds, mutual funds) and insurance (life insurance, health insurance, motor insurance) products or participation and monitoring of individual- retirement plans, education plans, and income tax management.


Monitoring and reviewing the progress of financial plan is very important. In this regard we provide following services: 
  • Review performance and progress of the plan
  • Discuss and evaluate changes in client’s personal circumstances (e.g. new member entry in the family, different age levels, education level, marriage, retirement) affecting/modifying goals.
  • Review, evaluate changing tax laws and economic circumstances.
  • Assess impact of rise/fall in interest rates on financial goals.
  • Make recommendations to accommodate new or changing circumstances.
  • Provide ongoing services to the client.

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