The two largest myths today on financial planning are: “I am too young to start Planning” and “I don’t have enough money to start Planning”.
It is a proven fact that the earlier you start, the better off you will be, and that any amount is enough to start.
The Basic Financial Plan will assess your financial goals, and tell you how much you need to save and invest, in which instruments (includes specific recommendations of mutual funds, fixed income products, small savings schemes, gold and cash) to achieve your goals. It includes PersonalFN researched recommendations. For those who are buying their first car / first house, investing is a vital step towards achieving these goals.
Additionally you will receive free access to MyTransactions, our online mutual fund tracking platform and Value Added Services, which currently are:
- Financial News. Simplified. – our weekly newsletter that cuts out the noise and gives you the financial news that affects you
- Investment Ideas Note – our monthly communication that tells you how the various asset classes have performed
- Asset Allocation Note – a quarterly initiative, written by Mr. Ajit Dayal for our clients only.
Please Note: The Basic Financial Plan is a one time, non personalised, fee based service.