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Financial Planning

The choice of a Financial Planner could be one of the most critical decisions for you and your family. Financial Planners can provide you and your loved ones with financial guidance over your lifetime, and also work with you to address any of your specific concerns.
Financial Planning is a dynamic process. It starts with establishing and defining the engagement, roles and relationship. This is followed by gathering complete and relevant financial data, including identifying your specific goals. After analysing and evaluating the financial status, your financial planner will develop and present you specific Financial Planning recommendations and alternatives. This will be followed by implementation of these recommendations, and ongoing monitoring to ensure you are on track to achieve your goals.
Your financial plan would cover the below aspects:
  • Income and Expense Analysis - includes existing investments and savings
  • Goal Analysis - covers family goals
  • Insurance Planning - ensures adequate life and health risk coverage
  • Cash Flow - accounts for future cash inflows and outflows
  • Retirement Planning - for your post retirement needs
Contact Investment Cafe to start your Financial Plan at the earliest.

An early start is a smart start!




CERTIFIED FINANCIAL PLANNERCM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.
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