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financial planning process

Why Financial Planning

CASH FLOW PLANNING

It includes carefully monitoring your spending patterns and expenses, as it will help you to know your monthly inflow and outflow of your hard earned money. This is the most critical part of Financial Planning which will help you to analyze your monthly surplus.

NETWORTH ANALYSIS

Analyzing your present Net worth i.e. managing your Assets and keeping a track on your liabilities is also an important part of planning. In simple terms, your total liabilities should not exceed your total assets.

FAMILY SECURITY

Family security is protecting and providing your loved one from any kind of life or health risk which can be covered by opting for a specific insurance plan and coverage. Thus this becomes an integral part of the Financial Planning.

FINANCIAL GOALS AND RETIREMENT PLANNING

Setting financial goals is often a smart choice and can be very rewarding as you define what you want and thus develop a plan to achieving it. Giving you a whole new approach to your budget and improving control over your financial lifestyle. Retirement planning will help you to have sufficient funds at the time of your retirement age so that you can live a peaceful retirement life without being dependent on your family.

TAX PLANNING

Systematically planning your taxes will help you to reduce the tax burden on your shoulder. One should never avoid paying tax as its illegal but to minimize is legal.

RISK PROFILING AND NEED ANALYSIS

A proper financial plan considers your personal circumstances, objectives and risk tolerance. It acts as a guide in helping choose the right types of investments to fit your needs, personality, and goals.

INVESTMENT PLANNING

Savings and investing are two different aspects. Saving your hard earned money will not help you to achieve all your future financial goals but investing your savings wisely will definitely. Your wealth will grow over a period of time if you have systematically invested in the different asset class.

ONGOING ADVICE AND YEARLY REVIEW

Establishing a relationship with a financial advisor is critical to achieving your goals. Your financial advisor will assess your current financial circumstances and will help you to develop a customized financial plan. Once the plan is in tack financial advisor will also give you a year on year review on your existing Personal Financial Goals.

ESTATE PLANNING

During the life journey, one builds up a sufficient amount of wealth which should be transferred to legal heirs/institutions or charity, thus making a Will becomes an important part of a person’s life.

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BSE CM: INB 011110237 | BSE F&O: INF 011110237 | MCX-SX: INE 260637836 USE: INE 270637833 | CDSL: a) 120 33500 |
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CONTACT US

While we do what we do best, we are prepared to perform at a different level altogether, in order to add more and more gains to your portfolio. If you would like to know further details or discuss the proposal with our representatives, kindly contact us

Corporate Office

Bonanza House, Plot No. M-2,

Cama Industrial Estate, Walbhat Road,

Goregaon (East), Mumbai 400063

Contacts

Phone Number: +91 22 30863710 / 707 / 520

E-mail

Support: customer@bonanzaonline.com