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Financial planning is a dynamic process where clients work with a professional to identify goals, examine resources, and develop a roadmap to achieve their financial objectives. Financial Planning means much more than just investing. It can provide comfort in knowing how to stay financially on track throughout many stages of life.

A financial plan should include a review of your goals and objectives, net worth, cash flow, investment portfolio, insurance, and taxes. These are the building blocks used to create projections and to design a plan for implementing strategies to achieve your goals. It can also include probabilities of success for meeting your goals to ensure the peace of mind for which we all strive.

Financial planning covers all aspects of a person’s financial well-being. This includes savings, investments, retirement and college savings plans, insurance coverage, and estate planning. Retirement planning covers only investments made for retirement.

Financial planning looks at a person’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire in order to understand his or her financial needs and goals. The planner will usually put together a detailed, short-term 5-year plan designed to improve the client’s overall financial position. That may be followed by a long-term plan, along with suggestions about how to save and invest for retirement and a child’s college education at the same time.

Asset allocation refers to the diversity of your entire savings and investment portfolio across asset classes. Stocks, bonds, cash and real estate are asset classes. Diversification refers to the types of investments held within each class. For example, both ICICI Bank and HDFC Bank are blue chip equity stocs in the Banking sector. Because they’re in the same sector, these two stocks are likely to move up or down together. However, both stocks can move or perform differently. But that’s not enough. A portfolio that invests in multiple types of assets, not just stocks, is also important.

We're proud to offer our services across the globe, spanning continents and time zones. The Rules of Investing and Finance are the same everywhere and we are proud of serving clients beyond our borders aswell. Thanks to the internet, for a seamless connection.

Our belief is that everyone should be financially sound and must know whats happening around in the world of investing and finance Apart from our services, we provide financial in the form of communities, courses and articles so that you can an edge over the rest.