info@angelinawealth.com
+91 9449811547
info@angelinawealth.com
+91 9449811547
Financial Planning is the process of achieving life goals by using different investment options with the current resources, through proper and disciplined money management. Current resources plus investment options achieve financial goals (CR + IO = FG).
Everybody has different financial goals, so it’s important to have a unique plan that works for you and your financial situation. The secret to financial success is GETTING STARTED with Financial Planning. Here’s a simple test to know your current financial situation:
1. How much money do you have in your wallet right now?
2. Do you have a list of income and expenses on daily basis?
3. Do you have a list of your DREAMS and GOALS in life?
4. Do you borrow from others and/or lend to others on a regular basis?
5. Do you have a contingency fund in place to meet the emergency financial situation?
6. Are all your financial documents in order with the updated nominee details?
Why a Financial Plan?
To know....
Where Am I Now?
Where Do I Want to Go?
How Do I Get There?
A financial plan is designed for your individual needs. This will help you address a wide range of financial concerns:
1. Cash management
2. Debt management
3. Tax planning
4. Investment planning
5. Retirement planning
6. Risk management
7. Estate planning
If you have any querry..... We are available
Contact us
Eleanor Roosevelt
American politicianIn the long run, we shape our lives, and we shape ourselves. The process never ends until we die. And the choices we make are ultimately our own responsibility.
Warren Buffett
American investorI will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.
Walters
Chief JusticeTaxes are the lifeblood of government and no taxpayer should be permitted to escape the payment of his just share of the burden of contributing thereto.
Excellence in Service
Integrity & Dedication
Approachability & Responsiveness