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Financial Planning Report
What is Financial Planning?
Each one of us have a financial commitment either to our own selves and/or to our dependents over our active life and a financial plan is a must to achieve all the goals in a timely manner. Financial planning involves identifying exactly these very goals, their time period, your current financial status, risk appetite and associated areas which can help you achieve each and every goal successfully. This aspect become very crucial if you have dependents including children, whose entire future depends on how well you execute this plan with a disciplined approach. Engaging a Certified Financial Planner (CFP – CM) helps you chart out this path in a guided manner with an industry recognized approach.
Why is it Important?
Financial Planning is of utmost importance since it covers critical areas of your financial health on a sustained basis over long period of time,
- Identify short, medium and long term goals
- Investment planning in advance to achieve all the financial expenses goals
- Retirement planning to ensure you live a carefree life even post your income generation age
- Insurance Planning ensures you and your family members are well protected against any risk events in life and stay the course
- Tax Planning to ensure you are always compliant with rules and regulations including utilizing all tax-saving opportunities well
- Estate Planning to ensure there is a seamless transfer of wealth to the rightful individuals
How does Financial Planning Report help?
A Financial Planning report provides you with an overview of all the above requirements along with the best possible execution path to achieve each and every goal. At the end of the day, you need to know exactly what needs to be done, when to start and how to achieve any goal !
What we offer
We at Kyron Finserv offer a one-time fee-based personalized review and financial plan creation engaging our in-house industry-recognized Certified Financial Planner (CFP – FPSB India). The planner would personally discuss and evaluate your overall financial status, identify time-based goals and recommend the best path to achieve these goals. A report is generated and shared at the end of the engagement for review by you and your life partner for any time reference. The framework developed will be based on short-term, medium-term, and long-term goals with a yearly renewal and review option. Please reach us to discuss live.
