The term financial planning is defined as the process of evaluating an individual’s current financial status and coming up with an effective strategy to meet the life goals. These life goals vary from an individual to another. In order to accomplish these goals it is important for an individual to follow a series of specific steps.
There are various different goals which everyone thinks of. One should think of only those goals which are achievable. The 5 most important steps involved in financial planning process which will help you achieve your financial goals and realize Financial Freedom are as below:
People with immeasurable wealth, who are uncertain of its consumption, require a financial plan, right? You will be amazed to know that a comprehensive financial plan is beneficial for people of all income levels, studies have proven it.
The advances in medical sciences and technologies have increased the life expectancy to 70 or 80 years but most people today start saving only after reaching 30 years and want to retire at the age of 50. This means they have roughly around 30 years of retired life with growing prices and medical expenses. Few decades back this was not considered as high important topic but now a day’s financial planning has become necessity of your life.
I believe that answers your, “why do I need financial planning?” If not, then let’s read you through benefits of financial planning and also understand the importance of financial planning.
The perks of having a sound financial plan grow on you.
Here are some of the powerful reasons why financial planning is important.
We provide a wide range of Fee-based Financial Planning Solutions to meet the needs of most Indian families and also fit their pockets.
Based on our many years of experience in financial planning and extensive research, we have designed various packages/solutions which have proven to be highly effective to all our clients spread across the globe. They are:
Our Comprehensive Financial Planning Solution covers the following:
Since inception, we at Adyanta have been striving for innovation keeping in mind the changing needs of Indian families with technology as the key driver.
Recently, we have introduced pocket friendly Online Financial Planning Solutions for the tech-savvy and progressive Indian families who are:
Residing outside Mumbai where are unable to reach physically but are interconnected through internet and mobile.
Residing in Mumbai but are less affluent and in need of pocket-friendly financial planning solutions.
These innovative Solutions are a perfect blend of technology, professional expertise and human touch and have been named as:
For a free financial Health check up or to receive a free Sample Financial plan please feel free to Contact us..
We specialize in conducting educational workshops/seminars largely for the employees of corporate organizations.
Many organizations today are organizing such workshops for their employees as a part of their Employee Benefit Programs mostly initiated by their Human
Resource / Learning & Development Teams.
We have so far conducted over 150 educational workshops/seminars across Mumbai and Pune covering over 5000 people.
The FREE educational seminars range from 45 to 120 minutes, and cover various topics ranging from financial planning to wealth management.
We can also conduct tailor-made Financial Planning/ Wealth Management Workshops/ Seminars for Corporates/PSUs as per their organization needs We have also been providing regular Help-Desk Services to some of the most reputed corporates & PSUs based in Mumbai for their employees. These Help-Desks offer:
In case if you would like to conduct a Free Financial Planning Workshop/Seminar or arrange a Help-Desk for your employees in Mumbai, please feel to Contact us.