Original price was: ₹15,000.00.₹0.00Current price is: ₹0.00. Inc GST
Advanced Comprehensive Financial Planning (MS-Excel)
✔️ Dedicated Certified Financial Planner
✔️ Convert Dreams Into Financial Goals
✔️ Risk Profiling Assessment by Expert
✔️ Cash-Flow Projections
✔️ Emergency Fund & Goal Planning
✔️ Personalized Risk Planning
✔️ Loan Planning & Tax Saving
✔️ Investment Planning & Recommendations
✔️ Coaching for Plan Implementation
✔️ Existing Investments Review
✔️ Existing Insurance Review
✔️ Customized Old Portfolio Reports*
✔️ Includes Spouse (Family)
✔️ ***Customizations Until Satisfied***
✔️ ***30-Day Money Back Guarantee***
quick discussion with our experts
Plan & Build Your Path to Financial Freedom
Forget Outdated 40 Page Financial Plans. We Give Short & Crisp Data On Your Fingertips, with Much More Detailing.
INCLUDES
Comprehensive Financial Plan - Made by Registered CFPs
Goal Setting & Feasibility Analysis - Converting Dreams Into Measurable Financial Goals
Risk Profiling - Based on Current Stats & Psychometrics
All Detailed Metrics Included- Inflation, Risk-Free Rate, Salary Increment, etc. (Customizable)
Detailed Modules With Cash Flows of Risk Estimation & Retirement Plan
Emergency Fund, Tax Planning, Unlimited Custom Goal Planning, Goal Mapping, Cash Flow
Savings Allocation Cash Flow Sheet For Whole Life
Goel Completion Value in Today's Term & Actual Goal Year Term
Get an Absolute Picture of Where you are Standing and How your Future Looks Like
***Free Customizations Until Satisfied***
***30-Day Money Back Guarantee***
ADDITIONAL COMPLEMENTARY SERVICES
Current Investments Review by Certified Advisors
Investment Portfolio Recommendations
Insurance Advice
Customized portfolio Return Reports (Only if you Create a Free Account with us)
PLANNING FLOW
Introductory Call
Data Validation & Goal Finalization Sessions
Plan Completion Timeline Will be 7-10 Business Days (if no delays from the customer end)
Final Call to Handover & Present the Comprehensive Financial Plan
Delivery of the Plan will be in Excel/Word/PDF
Customizations & Money Back Policy Will be Valid for 30 Days Period After the Final Plan Handover Date.
EXCLUDES
Tips or Any Kind of Advise on Direct Stocks
Active monitoring of The Investment Portfolio
Multiple Scenarios. Considered as Re-Planning and Charged Separately
Anything Explicitly Not Mentioned in the "Includes" Section or Product Page.
INVESTIFY.in has no control over the accuracy of the information provided by clients.
INVESTIFY.in does NOT guarantee the results for your plan, the calculation is as per the data provided by the client & necessary assumptions.
Estimates of income and growth in the plan will be based on assessments of prevailing economic conditions and investment manager performance. However, no guarantee of future performance will be given and results may vary from the estimates shown. The figures in the plan include various estimates with respect to taxation and other laws which we believe to be relevant. This service agreement is not enforceable by law and is a document of trust and faith.
This confidential report has been developed to provide you with background information on issues you may want to discuss further as part of your personal financial planning. You may be familiar with some of these subjects. Others may be new to you and may present aspects that you have not yet considered. This financial plan is a general plan based on the information you supplied. Where we had no information from you, we made a few general assumptions that may not be suitable for you depending on your own specific needs and circumstances. The usefulness of this analysis will depend on the accuracy and completeness of that information. The results provide:
An overall view of your present financial position.
An analysis of your family's future financial needs.
An examination of the impact of time and potential inflation.
An evaluation of your goals to see if they are practical and achievable.
Possible adjustments or changes to help achieve your goals.
This financial analysis will show you how much money you need to save and invest, the rate of return needed to reach your goals, and how much insurance you need, if any. It will also show you how to carry out your course of action. Setting goals, planning, implementing, and monitoring, results in a complete program. During the plan delivery session, you may discuss more facts and circumstances relevant to your family's finances that may alter the recommendations made here. I can work with you to tailor this report to your changing situation by making the necessary adjustments. The overall results you achieve when you carry out some or all of the recommendations contained in this plan. Changes that occur in your financial circumstances as well as in the economy can affect this plan. Information about market values reflects values on the data provided by you. It is important that you keep track of your progress and make changes as needs arise; therefore we recommend annual updates. As with any plan, the final responsibility for any action you take rests with you.
The projections or other information made about the likelihood of various investment outcomes are hypothetical in nature and do not reflect actual investment results and are not guarantees of future results.
We treat the information gathered during the planning process as strictly confidential and will use any such information only for business purposes you have with us. The information obtained will not be disclosed to any unaffiliated third party except if such information is required by law or regulatory process or authorized by you in writing
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Additional information
| CFP Certified | Plans are made by expert and certified financial planning professional |
|---|---|
| Unlimited Customizations | Our expert will keep discussing and editing the plan back & forth until your satisfaction |
| Full Family Planning | No Separate Charge for Couple. Single Plan will Consider Both. |
| Existing Investment Review | Your Current Portfolio will be reviewed by the experts to see if any changes are required |
| Existing Insurance Policies Review | Your Current Insurance Policies will be reviewed by the experts to see if any changes are required |
| Customized Existing MF Reports | Customized Reports for your current mutual fund's portfolio to better analyze and discover change requirements. (Only if you create free account) |
| Crisp & Detailed Data at Fingertips | We do planning in modern way. Short & Crisp Data with even more detailing presented in Excel Sheet. (Few Customers have issues with excel, We customize in printable PDF format at zero Additional cost) |
Advanced & Complicated Plan, is a little hard to understand.
However, delivery is smooth. the advisor explained every bit of the plan patiently.
Not many companies offer this kind of service and support. and look at the cost ;)
Good Service at very Affordable Rates. Great for People who understand Excel well. An Asset for a life time.
I didn’t knew that insurance is all about taking care of risk and not generating returns. Great point of view with right mindset.
Great Goal Planning Activity. i am able to understand my future well now.
I did not understand the calculations. but they prepared simple and to-the-point sheets for me
I am now confident about how to plan for my future
Planning Person was so helpful and customized the Plan several times even when I did not disclose the full information in the first time.
Affordable & Ethical Practice.
Very hard to understand on my own. Would be better if a PDF plan is delivered. But, Works Fine as of now.
Advanced Plan, Great Team, Excellent Support.
One of the easiest plan. Thank you for help.
Happy and fully satisfied with the service.
The real picture is very different from what I was thinking. a lot needs to be changed in the long-term plan
Very good plan, Great service.
Good DIY Comprehensive Financial Plan
Had a very good experience with the professional planner while trying to get my life goals in place while visualizing my future.
I was shocked when I saw the numbers that need to be met. There is an immediate need to obsess over savings and investments.
I didn’t know how much I am paying as commissions for my insurance and investments. Got this plan free by diverting those here :)
Thank you for customization,much needed. Amazing service.
Good Work. Impressive at this cost
Great Service. Took 10 Days to complete the full plan. worth the wait
Great platform to get ethical advisors who really work for our betterment. Hard to see nowadays. kudos!
very complex numbers. but i understood easily :D
Awesome detailed and with depth forecasting. the only drawback was the visuals which I don’t care about unless it affects the plan.
Good overall planning for my money. will try to stick to the plan and have long term vision
Professional People. Happy with the Service :)
After seeing my human life value, I think the most important tool for risk management is term insurance. without this data, I would have been never convinced for this.
i like the plan. Long paged plans are hard to understand. Here, i can see what i want in few seconds.
Investify, you have been working great, I am free from stress for my financial planning and managing my savings and investments.
I had issues with understanding excel & they provided it in printable PDF. Best Financial Plan Providers out there. Great Data, Great flexibility.