Future finances educates you with different aspects of finances in context to Indian markets. Now, we are launching online financial planning services that would help you make informed decisions about your investments and also help you to achieve your financial goals.
We assure you, professional and unbiased financial advice, as we are not linked to any company or institution.
We would cover the following in our comprehensive financial plan.
Risk profile: Analyse of your current risk profile and recommending a suitable risk profile if required. Risk profile will be determined by referring your risk appetite, current annual income/expenses, number of dependants, saving’s and investment pattern, your investible surplus and tenure.
Cash flow analysis: This will analyse your current incomes and expenses on a monthly and a yearly basis.
Net worth analysis: Will help you to access your current investments (assets and liabilities) and calculate your networth.
Goal funding: Accessing your current and future financial goals, draw down a proper investment plan to achieve your goals on time.
Asset allocation: Based on your cash flow and networth we will determine a simplified asset allocation strategy.
Insurance planning: Will contain analysis of your insurance policies and suggesting an alteration/addition of plans if required.
Tax planning: A brief about different tax laws applicable to you and how you to make optimum utilization of tax benefits.
Retirement planning: Plan your retirement as you wish and we will help you achieve your unfulfilled dreams.
How it will Work (Just follow the below simple steps)
Step 1 – You will need to make payment through Pay Pal of $40 equivalent to Rs.2000/- only to buy your own Financial Plan. You can buy the same by just clicking the BUY button at top left corner or the below given button.
Step 2- You will get your payment reference after making the payment. You just need to email us your payment reference to futurefinances@gmail.com
Step 3- After we receive payment from your side, we will send you one form to fill up. In this form we will ask you all information required for your Financial Plan. Please note that your information is safe with us. We do not disclose the same to any outside party. We believe that business works on the basis of mutual trust.
Step 4- After we get all required information, we will prepare your plan and will send you the same on your email id. We will give you our analysis and suggestions.
Step 5- If you have any questions regarding your plan then you can contact us at futurefinances@gmail.com
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