Just like how a house needs a strong foundation to withstand the elements, you need to have a solid financial foundation. Creating your financial foundation requires that you have started creating financial assets that you would require to meet various financial goals that you may have set for yourself.
These sacred goals may include your children's higher education and marriage OR buying a dream house Or buying that luxury sports cars OR vacationing in those exotic location. Orit could be as important as your OWN retirement plan, which is a must considering that you may have a fairly long post retirement period.
Financial Planning Process
The FINNOVATE way :
The complete online financial plan for you that you can monitor and update.
1. Financial Audit
2. Create Plans for
- Create your financial profile and know where you stand.
3. Risk reward profile
- Your Children's Education and Marriage
- Your Retirement
- Your dream House , Car , Vacation
- Protection and Medical emergencies
4. Execute the plan
- Know your risk profile and adjust the investment portfolio as per the same
5. Track the plan
- Manage all your investments at a click of a button
6. Annual Review and update the plan
- Map your assets to your goals
- Start tracking your all investments at one place
What Do Our Clients Have to Say About Us?
Team Finnovate demonstrated a unique platform to me and the sheer ease of planning and execution impressed me. Since then managing my financial transactions and monitoring them has become very easy. More over they are able to monitor my investments and provide timely inputs which are invaluable.
Mr. Rohit Pant