“ Wealth, like happiness is never attained when sought after directly. It comes as a byproduct of providing useful service. – Henry Ford “
Our Comprehensive Financial Planning service does exactly the same. We first take a look at your goals and dreams in life, prioritize them, understand your risk tolerance, fund your goals with existing savings & investments, address the deficit, balance your assets and allocate based on your risk score, prepare a goal guide & review the prepared plan once a year to keep track.
Creating a comprehensive financial plan helps you to
- Understand your current financial standing
- Provides a roadmap to your dreams and goals
- Empowers you to take rational financial decisions
- Develops a set of tools to face life’s unexpected evens so that you will not be fooled by randomness
- Keeps you focused on the goals you have set for yourself
This service includes:
- Comprehensive Financial Plan in soft and hard copies
- Action Plan
- Regular market updates
What do we deal with:
- Trading in Indian Share Markets NSE, BSE
- Debt and Equity consultation
- Currency & Commodity Trading,
- Insurance & Mutual Funds & Loans
To know more about our services, please mail us:
info@gurunathaviews.com