I believe in active portfolio management where I have a sit down with my clients at least once in 6 months and review their portfolio. If yes, How much ?
As an Individual Financial Advisor I assess the financial needs of my clients and create individualized financial plans for savings, retirement, investments and insurance. As an Individual Financial Advisor I assess the financial needs of my clients and create individualized financial plans for savings, retirement, investments and insurance.These personalized plans help them plan for their short
-term, mid -term and long-term goals, such as vacations,big ticket purchases,education,marriage expenses,retirement . Some of the typical questions that I will help you answer are
How much should I be saving? What investments are best suited to provide the income I need? Do I really need Life or medical insurance? How can I protect my savings against a bad market? Should I use my extra money to pay off the mortgage, or invest in my retirement bucket? How much income will I have in retirement? Are my existing life insurance policies suitable for my family? How will inflation affect my retirement lifestyle? What should I be doing with my money so it can take care of me one day? Do I need to put in PPF, NPS schemes or are there other options out there? Some of these questions are not so easily answered. Looking into the future can be a rather daunting exercise. The key is to accept that we are working with a lot of moving parts. You have to play with the parts that move and create “what if” scenarios. These scenarios help you see what your finances will look like five, ten, or twenty years into the future. I will Help You Focus
Once you have a financial projection, you have to forget about the things you have no control over (like what did the stock market do today) and focus your energy on the things you can control. I can help you focus on the things that will make a difference.
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