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FINANCIAL PLANNING SERVICES
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FPIP Focuses on Providing Financial Planning and Wealth Management Service to our
clients through Certified Financial Planners and Associate Financial Planners going
through continuous Internal and External Training programmes for Individual Development.
We have a strong Research Team engaged in Qualitative and Quantitative Research.
We analyze your risk profile and return expectations to create a suitable asset
allocation and recommend unbiased financial products.
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BENEFITS OF FINANCIAL PLANNING
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Helps determine your financial goals
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Projects the future value of your current goals
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Helps Budgetyour expenses and build cash flows
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Projects the savings required to build a corpus to realise your goals
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Recommends financial products as per appropriate asset allocation
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FPI-Padmakshi provides an excellent platform for financial planning that helps you
realize your financial needs, goals and objectives in totality or specific financial
requirements. Plans for Specific Financial Requirements would include Investment
Planning, Insurance Planning, Retirement Planning, Tax Planning and Estate Planning.
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HOW THIS HELPS YOU
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Save for major expenses like funding a child's education, buying a house or car,
or saving for special
occasions like weddings, etc.
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Helps you Plan for your retirement and the amount you need to save to meet your
retirement goals.
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Assess your risk tolerance and develop an asset allocation strategy.
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Plan to reduce your taxes, project the effect of income taxes, and develop a tax
deferred strategy.
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Plan to reduce your taxes, project the effect of income taxes, and develop a tax
deferred strategy.
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Protects you and your family against financial crisis in unforeseen circumstances.
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Plan your estate to ensure your assets are distributed the way you desire
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Finally, a financial plan can give you a clear picture of where you are, a strategy
about where you are going, and peace of mind about your future. It's never too early
to start.
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