14,999.00 Inc GST

4.39 out of 5

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***

 

SKU: Financial Planning Category: Tags:

Schedule For Upto 10% Discount
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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Forget Outdated 40 Page Financial Plans.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.

DISCLAIMER

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.

PURPOSE AND NATURE OF THIS REPORT

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.

IMPORTANT

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.

PRIVACY

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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Zero Salespeople

We do not have any salespeople. only financial experts

30 min Online Meeting

Understanding the real situation may take time. We will hear you patiently.

Zero Spamming

We have a zero-spam guarantee. No unnecessary calls or msgs.

It's Free

This meeting will be free & we will not embarrass you by asking to buy our plan.

Steps Of Financial Planning

Step 1 : Clarify Your Present Situation

The financial planner clarifies your present situation by collecting and assessing all relevant financial data such as lists of assets and liabilities, Personal/family information, Records of securities transactions, Insurance policies, wills, Pension plans, etc.

Step 2: Identify Goals And Objectives

The financial planner helps you to identify both financial and personal goals and objectives as well as clarify your financial and personal values and attitudes. These may include providing for children's education, supporting elderly parents, or relieving immediate financial pressures which would help maintain your current lifestyle and provide for retirement. These considerations are important in determining the best financial planning strategy for you and your family.

Step 3: Identify Financial Problems

The financial planner identifies financial problems that create barriers to achieving financial independence. Problem areas can include too little or too much life and general insurance coverage. Your cash flow may be inadequate, or the current investments may not be winning the battle with changing economic times. These possible problem areas must be identified before solutions can be found.

Step 4: Recommendations

The financial planner provides written recommendations and alternative solutions. The length of the recommendations will vary with the complexity of your situation, but they should always be structured to meet your needs without undue emphasis on purchasing certain investment products.

Step 5: Implement Strategies

A financial plan is only helpful if the recommendations are put into action. Implementing the right strategy will help you reach the desired goals and objectives. The financial planner should assist you in either actually executing the recommendations, or in coordinating their execution with other knowledgeable professionals.

Step 6: Monitor And Review

The financial planner provides periodic reviews and revisions of your financial plan to assure that the goals are achieved. Your financial situation should be re-assessed at least once a year to account for changes in your life and current economic conditions.

 

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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)

30 reviews for Financial Planning

  1. September 14, 2019

    Advanced & Complicated Plan, is a little hard to understand.

    However, delivery is smooth. the advisor explained every bit of the plan patiently.

  2. January 7, 2020

    Not many companies offer this kind of service and support. and look at the cost 😉

  3. May 6, 2020

    Good Service at very Affordable Rates. Great for People who understand Excel well. An Asset for a life time.

  4. June 2, 2020

    I didn’t knew that insurance is all about taking care of risk and not generating returns. Great point of view with right mindset.

  5. September 29, 2020

    Great Goal Planning Activity. i am able to understand my future well now.

  6. October 9, 2020

    I did not understand the calculations. but they prepared simple and to-the-point sheets for me

  7. January 22, 2021

    I am now confident about how to plan for my future

  8. February 26, 2021

    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.

  9. August 9, 2021

    Very hard to understand on my own. Would be better if a PDF plan is delivered. But, Works Fine as of now.

  10. October 20, 2021

    Advanced Plan, Great Team, Excellent Support.

  11. January 26, 2022

    One of the easiest plan. Thank you for help.

  12. March 4, 2022

    Happy and fully satisfied with the service.

  13. April 23, 2022

    The real picture is very different from what I was thinking. a lot needs to be changed in the long-term plan

  14. May 31, 2022

    Very good plan, Great service.

  15. August 11, 2022

    Good DIY Comprehensive Financial Plan

  16. October 16, 2022

    Had a very good experience with the professional planner while trying to get my life goals in place while visualizing my future.

  17. October 26, 2022

    I was shocked when I saw the numbers that need to be met. There is an immediate need to obsess over savings and investments.

  18. December 11, 2022

    I didn’t know how much I am paying as commissions for my insurance and investments. Got this plan free by diverting those here 🙂

  19. December 12, 2022

    Thank you for customization,much needed. Amazing service.

  20. January 10, 2023

    Good Work. Impressive at this cost

  21. January 19, 2023

    Great Service. Took 10 Days to complete the full plan. worth the wait

  22. February 6, 2023

    Great platform to get ethical advisors who really work for our betterment. Hard to see nowadays. kudos!

  23. February 15, 2023

    very complex numbers. but i understood easily 😀

  24. February 27, 2023

    Awesome detailed and with depth forecasting. the only drawback was the visuals which I don’t care about unless it affects the plan.

  25. March 4, 2023

    Good overall planning for my money. will try to stick to the plan and have long term vision

  26. March 29, 2023

    Professional People. Happy with the Service 🙂

  27. April 13, 2023

    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.

  28. April 28, 2023

    i like the plan. Long paged plans are hard to understand. Here, i can see what i want in few seconds.

  29. May 3, 2023

    Investify, you have been working great, I am free from stress for my financial planning and managing my savings and investments.

  30. May 12, 2023

    I had issues with understanding excel & they provided it in printable PDF. Best Financial Plan Providers out there. Great Data, Great flexibility.

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