Financial Planning

 

In our eyes, financial planning is about always having enough. It’s about striking the balance between providing for what you need now and what you would need tomorrow. Even if aspirations cannot be quantified they must be fulfilled. Financial planning with us prepares you to meet your aspirations.

We create holistic financial plans that address various aspects of your personal finances. Risk management is a key component of a financial plan – managing risk would include selecting the right investment avenues, understanding your risk appetite, and ensuring you are adequately protected from financial risk. We also analyze cash flows to arrive at a savings plan.

We calculate your net worth with the intent of analyzing your asset allocation and managing your liabilities. We help you plan your tax related investments. In addition, we design an investment strategy that will direct your savings to meet your financial goals.

Planning Process

 

We follow a cyclical process when it comes to planning. The first step would be to define your objectives and understand your needs. This will lay the foundation for creating your financial plan. Once the plan is made, we outline the action items which will help you implement your plan. The plan will be closely monitored to track your progress and accommodate changes. Accordingly, the plan will be revised.

 

How can we help?

 

As your planners, we can help with prioritizing your goals, spacing them out, accounting for inflation, and developing a customized strategy to meet them. In addition, we can help you navigate and keep you up to date with managing your personal finances. We monitor your progress and endeavour to keep you on track. Our disciplined approach ensures that one eye is always on your goals.

We understand that planning is important because it creates financial awareness, provides financial freedom and flexibility, can help make better choices. More importantly, planning beats the alternative of not planning.

Financial Planning

 

In our eyes, financial planning is about always having enough. It’s about striking the balance between providing for what you need now and what you would need tomorrow. Even if aspirations cannot be quantified they must be fulfilled. Financial planning with us prepares you to meet your aspirations.

We create holistic financial plans that address various aspects of your personal finances. Risk management is a key component of a financial plan – managing risk would include selecting the right investment avenues, understanding your risk appetite, and ensuring you are adequately protected from financial risk. We also analyze cash flows to arrive at a savings plan.

We calculate your net worth with the intent of analyzing your asset allocation and managing your liabilities. We help you plan your tax related investments. In addition, we design an investment strategy that will direct your savings to meet your financial goals.

Planning Process

 

We follow a cyclical process when it comes to planning. The first step would be to define your objectives and understand your needs. This will lay the foundation for creating your financial plan. Once the plan is made, we outline the action items which will help you implement your plan. The plan will be closely monitored to track your progress and accommodate changes. Accordingly, the plan will be revised.

 

How can we help?

 

As your planners, we can help with prioritizing your goals, spacing them out, accounting for inflation, and developing a customized strategy to meet them. In addition, we can help you navigate and keep you up to date with managing your personal finances. We monitor your progress and endeavour to keep you on track. Our disciplined approach ensures that one eye is always on your goals.

We understand that planning is important because it creates financial awareness, provides financial freedom and flexibility, can help make better choices. More importantly, planning beats the alternative of not planning.

ithought Financial Consulting LLP is a SEBI registered Investment Advisor (Registration Number: INA200004276).

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