What we do
What we do is negate concerns. Life is sure to have concerns today, about the prospects and demands of tomorrow. We resolve this situation right away.
INTRODUCTION
Importance of financial planning
A financial plan is a comprehensive assessment of a person’s current income and future financial situation using current fluctuations to predict future earnings, asset prices and withdrawal programs.
Before planning, we look into three broad areas of your life- your family, your professional life and your financial/investment environment. We discuss these issues in detail during our consultation process which is the first step for new customers. The result of a financial plan is a printed plan with all the predictions, assumptions and outcomes.
Strategy is a part of the planning process. It answers various questions like: what types of accounts might you need? What types of investments and insurance products may be required? The strategy may be to repurchase home loans to use lower prices. We would also recommend housing planning and tax planning with a qualified real estate attorney and tax person.
At the strategic step, we begin to clarify. Think of tactics as practical actions. Our team monitors investment strategies daily and reports them monthly. Accounts are re-balanced as required. All parts of the plan, strategy and strategies are regularly reviewed formally and informally.
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360 Degree solution
A financial planner can provide you with a variety of services. These services are often considered one-on-one concerts. This helps the editor to integrate a complete plan that takes into account all aspects of your current situation and future aspirations.
Here are eight common resources that are commonly offered as part of financial planning: Business training, investment opportunities, insurance plans, branding and reality, legal & auditing, banking, spiritual training and Life coaching.
A financial plan is a complete overview of the steps you need to take to achieve the goals you set for yourself. These goals could include paying for your children to go to college, giving to the needy, paying for a comfortable retirement or increasing the amount of money you spend on your children.
The financial planner will talk to you about your goals and needs, and then will help you in creating a financial plan. They will then engage in a variety of activities, described in the section above, to help you achieve your goals.
Our Advisor Group Is Committed To Help Clients
Many financial advisors who provide financial planning services will do so for a small fee or hourly payment. But our team of experts provide complimentary financial planning session to all of our prospects.
Providing guidance for your goals
Step 1
Decide goals
We believe the best way to achieve a goal is deciding the life goal.
Step 2
Choose best way
There are multiple ways and we guide a smart way.
Step 3
Right plan
Planning ahead and acting according to the plan.
Last Step
Secure future
Following the steps for a better and secured tomorrow.
Learn more about all our services
FLOWLESS SERVICES
Checkout What We Provide for Our Clients
Financial planning is about looking at all aspects of a person's financial life and coming up with a strategy to help you as individuals meet your responsibilities and achieve your goals.
Smart Investments
A good deed you did in the past can dictate the future years. And when’s that ‘past’? It’s now!
Insurance plans
Securing yourself and your family from unforeseen dangers is the least you can do about the future.
Legal & Auditing
Our service will provide timely review of your internal legal structure and administrative model of the business.
Business & life coach
Maintain the right balance of virtue, spirituality and hope in your life, via the mentoring of our Guru.
Our Address
No.51, Sigaram towers, Vadapalani.
Chennai - 600026.
Send us an email
360starsolutions@gmaill.com
Talk to us
+91 91641 91641