A Financial Plan is only as successful as its implementation. This service is here to help you to successfully and smoothly implement your Financial Plan.
Gold PersonalFN Service helps you to implement your Financial Plan, which could include reallocating your existing assets, increasing your savings and reducing expenditures and scheduling your investments.
Gold PersonalFN Service would enable you to get ongoing advice from your dedicated Investment Consultant. For those clients who want PersonalFN to implement and monitor their Plans and want to have their PersonalFN Consultants available for ongoing advice and personalized recommendations through the year, we offer this Service.
You can also avail this service if you have not made a financial plan from PersonalFN.
Under this Service, your Investment Consultant will be available during the year, advising you on when to invest in your recommended funds and keeping you informed of market events that can affect your wealth. Your portfolio will be reviewed regularly and you will also receive regular updates on your investment performance.
Your Investment Consultant will also assist you with the implementation of your Financial Plan and your investments, if you choose to invest through us.
Complimentary invitations to webinars and seminars are just another small value add in the Gold PersonalFN Service.
*Benefits of having ongoing access to a Investment Consultant who will provide you with personalized advice: In November 2007, when the Sensex was at 19,000 levels, our Consultants warned our clients of a 20% correction and advised extreme caution with any future investments. We told our clients to book profits and start SIPs to achieve cost averaging.
In November 2008, when the Sensex was at 8,000 levels and news said it would go down to 6,000 levels, we told our clients to invest in equity immediately.
To make the most of your Financial Plan, or to simply benefit from ongoing expert advice, you can avail of the Gold PersonalFN Service.
