• Setting Financial Road map and Goals
• Risk Appetite Analysis
• Cash Flow Analysis
• Net worth analysis
• Financial Ratio Analysis
• Contingency Fund Planning
• Existing Insurance Policies Analysis
• Life Insurance Planning

• Health insurance Planning
• Review of existing investments
• Asset allocation strategy
• Investment planning
• Children’s future planning (Higher education & Marriage)
• Retirement Planning
• Vacation Planning
• Goals Planning (Buying home, Car, etc)

• Loan/ Debt management
• Income Tax Planning
• Estate planning-will
• Our Recommendations
• Implementation
• Monitoring and Review

This is the first level of engagement with our prospective client where we discuss detail and scope of our services. Once engagement is signed, we go through the fact finding process, collect all the information required for preparing the financial plan and create detail Financial Plan. When the plan is prepared, it is discussed and an action plan is given to you. We also provided support through email whenever you require for one year which helps you understand any part of the guidance given in the plan and put it into action.

A financial plan gives you a roadmap for your future. The success of financial plan depends upon its implementation and requires regular updating and should be in line of changing circumstances. Hence Financial Planning & Investment Management must be dynamic in nature. We also offer Ongoing Financial Planning & Investment Management along with support for implementing your Financial Plan. So if you want not only the one-time financial plan delivered to you but ongoing guidance i.e. help with implementation, monitoring and ongoing education to ensure you stay on track, it is available through our Ongoing Financial Planning Services.

Our Ongoing Financial Planning & Investment Management includes

• Periodic meetings to assess the progress of the plan.
• Annual review of financial plan and analyze changes happened during the year and incorporate in the plan.
• Support through email to address additional queries or financial issues.
• Risk assessment and adopt investment strategies in line with your financial objectives.
• Periodic performance Report and Review.
• Rebalancing of Investment Portfolios if required.
• Yearly review on matters related to taxation on your investments and other aspects.
• We advise all to go for both the services although you have an option to choose any of these two or both.

Schedule your Meeting

Schedule a meeting to know more about us & our services. Call us at +91 8708460905 or drop an email at info@ensurewealthadviser.com