Personal Finance Consultancy

Personal Finance Consultancy

Objective:

Helps you become financially independent to meet your life goals through proper planning and management of your personal finances.

Annexure 05

EPFP Premier Consulting

Who should take services:

  • Senior working professionals
  • Business owners
  • HNIs

Objective:

  • To create a financial plan for clients and help them to meet their financial goals through proper management of personal finances
  • To help clients to review the plan, and ensure that they take the necessary actions to implement the plan

Benefits:

Following needs related to personal financial planning of Individuals will be met through this program:

  • You will have a road map/plan for achieving your life goals and financial freedom
  • Actions to start investing for your goals
  • The financial plan will be a live document, reviewed and updated on an annual basis to ensure necessary actions to achieve the goals

Synopsis of the Consulting Service:

With EPFP Premier Consulting, you will have an actionable, documented  personal financial plan, which will act as a road map for ensuring that you can meet all your life goals through proper management and deployment of your personal finances and investments.

Contents of the Financial Plan:

  • Your personal and family details
  • Define your financial goals – Project them into the future
  • Know where you stand – Your risk profiling and your net worth today
  • Do you have enough insurance? – Find out and act
  • Are your existing assets in line with your goals? – Check and act to streamline your assets
  • Additional investments to be made for meeting your goals – Start investing
  • Ensuring your retirement goal
  • Your complete financial plan to achieve your goals
  • Way Forward and agreed action plan

Features:

  • Initial meeting between financial advisor and client to get all the necessary information
  • Follow-up data and information gathering
  • Review of draft financial plan with client in a face to face meeting
  • Final agreed financial plan presentation with action plan discussions
  • Providing our copyrighted financial planning templates & documents
  • Expert guidance, advice and review of your financial plan
Annexure 06

EPFP Aspire Consulting

Who should take services:

  • Working professionals
  • Young business owners
  • Home makers
  • Investors

Objective:

  • To create a basic investment road map for clients and help them to meet their top two financial goals through proper allocation of investments
  • To enable client to take the necessary actions to implement the road map.

Benefits:

Following needs related to personal financial planning of Individuals will be met through this program:

  • You will have a road map/ plan for achieving your most important life goals
  • Actions to start investing for your goals

Synopsis of the Consulting Service:

With EPFP Aspire Consulting. you will have an actionable, documented  personal financial road map for ensuring that you can meet your important life goals Рfor e.g., world tour, dream home Рto achieve the life you aspire for.

Contents of the Financial Plan:

  • Define your most critical financial goals – Project them into the future
  • Know where you stand – Your risk profiling and your net worth today
  • Investments to be made for meeting your goals – Start investing
  • Way Forward and agreed action plan

Course Features:

  • Final agreed financial plan with action plan discussions
  • Providing our copyrighted financial planning templates & documents
Annexure 07

EPFP (One2One) Coaching

Who should attend:

  • Working professionals
  • Business owners
  • Home makers
  • Investors

Objective:

  • For specific questions, recommendations, or help to take actions towards achieving your financial goals, we carry out one to one coaching, in ¬Ĺ an hour sessions, either face to face or over the phone.

Benefits:

  • Have specific answers to your queries related to financial planning
  • Assistance in finance related decision making