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Financial Planning Service

These are few expected cases but may be many more which require advisory in the form of solution so we help you to get rid of such problems

  • We are not associated with any product manufacturer and earn revenue only as advisory fees hence completely Client oriented & do the best for our Clients.
  • We do not have conflict of interest with any organization or service provider.
  • We provide you more flexible recommendations as we are not associated with any platform.
  • Most important you pay us only for time spent with Adviser which is very cost effective.

Comprehensive Financial Planning Includes

  • 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

Initial Financial Planning

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.

Ongoing Financial Planning & Investment Management

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.

Our Advisory Fee

For Comprehensive Financial Planning & Investment Advice

Initial Financial Planning

Rs.20000(Twenty thousand only payable in two Installments. First nstallment-Rs.15000/-(Fifteen thousand only payable before signing an agreement) Second Installment- Rs.5000/-(Five Thousand only payable on presentation of Financial Plan)

Ongoing Financial Planning & Investment Management

In addition to Initial Financial Planning Fee

Rs5000/- Five thousand only before next year annual review meeting, payable in advance.

0.60% per annum payable on quarterly basis at the end of every quarter of Average AUA.

Only for Ongoing Financial Planning & Investment Management

Rs.5000/- Five thousand only before signing an agreement.

0.80% of AUA per annum payable while signing agreement or annual review.

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

Ensure Wealth Investment Adviser

A1003, THE VIEW, Ramprastha City
Sector-37D, Gurgaon, Haryana-122006, India
+91-9811832802
info@ensurewealthadviser.com
Registration Type- Proprietorship Firm
Registration Validity- Till it is suspended or cancelled by the Board

Principal Officer:

Bimal Chandra Jha (RIA)
+91-9811832802
bimaljha@ensurewealthadviser.com
SEBI Local Office:
S.C.O.-127-128, First Floor,Sector-17-C,
Chandigarh-160017,Telephone:0172-2541717-18
SEBI Regional Office:
5th Fllor, Bank Of Baroda Building, 16, Sansad Marg, New Delhi-110001, Telephone: 011-23724001-05
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