Complete Financial Plan to Achieve your goals

CA Shubham Maloo

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Complete Financial Plan to Achieve your goals
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Package
6Products
4 x 1:1 Consultation (After first meeting)
Webinar | 30mins per session
1 x Income Tax return Filings and Tax Planning
Webinar | 15mins per session
1 x Financial Planning Services
Webinar | 30mins per session
  1. Know Your Current Situation
  2. Personal Info: Who you are, what you do, your family details.
  3. Goals: What do you want to achieve with your money? Buying a home, going on a trip, or retiring comfortably?
  4. Check Where You Stand Now
  5. What You Own vs. What You Owe: List out all things you own (like cash, home, investments) and compare them with what you owe (like loans or debts).
  6. Money In & Out: Note down how much money you earn and where you spend it.
  7. Plan for Unexpected Situations
  8. Insurance: Have coverage for unexpected events (like health issues or accidents).
  9. Emergency Money: Keep some money ready for sudden needs.
  10. Investing Your Money
  11. Risk Level: Are you okay with taking big risks for bigger returns or do you prefer safe options?
  12. Where to Put Money: Decide on places to invest based on how much risk you can take.
  13. Save Tax: Know about options where you can invest and also save tax.
  14. Saving Tax
  15. Know Your Taxes: Understand how much tax you need to pay.
  16. Reduce Tax: Find out where you can invest to reduce the tax you pay.
  17. File Taxes On Time: Always submit your tax details on time.
  18. Planning for Retirement
  19. Retirement Goals: Decide when you want to retire and how you want to live after that.
  20. Money for Retirement: Calculate how much money you'll need when you stop working.
  21. How to Save: Look for options to save for your retirement.
  22. Plan Your Legacy
  23. Making a Will: Decide who will get your assets after you.
  24. Trusts: If needed, set up a system to manage your assets when you're gone.
  25. Keep Checking Your Plan
  26. Review Often: Look at your plan regularly to see if you're on track.
  27. Get Advice: Talk to experts if you're unsure about something.
  28. Keep Everything Organized
  29. All in One Place: Have a system where you keep all your financial papers and online details.
  30. Stay Safe Online: Keep your online banking and investment details safe.
  31. Be Open to Change
  32. Adjust When Needed: If something in your life changes, adjust your plan.
  33. Stay Updated: Keep an eye on new options or changes in rules about money and investing.


Package validity: 2 months

What are people saying

VERY NICE INFORMATIVE
Jayant
Sep 2024
The Project report was very useful and in-depth for me. I will soon start the business.
Suhas Karikar
Aug 2024
Very helpful
Jyotirmoy Das
Aug 2024
Futuristic
M Srinivas
Jul 2024
Crisp info
Anonymous
Aug 2024
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₹5,999₹29,494
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