About Online Financial Planning Service for Residents & NRIs
Do you need Online Financial Planning Service… my question is, can you do without one?
Avail Service
Financial planning is the process of helping clients meet their financial needs today and reach their dreams and goals tomorrow. Financial Planning is “Pre-mortem”- not the post-mortem.
We are virtual Financial Planners hence we can help you where ever you are. There is NO geographical limit for Online Financial Planning Service.
What Road Do I Take?
Well, Where are You Going?
I Don’t Know.
Then it doesn’t matter. If you do not know your destination, any road will take you there…
As you venture ahead to the future, you may be wondering:
- Have I established & prioritized your Financial Goals?
- Will I be able to balance the needs of today, current expense & lifestyle with tomorrow’s goals?
- Will I have enough money to live life on your terms, especially post-retirements?
- Can I protect myself and my loved ones from the certainty of uncertainty?
- Will I be able to leave a legacy for the people or causes I care about?
Now imagine the confidence you will have – if you could answer “YES” to these questions.
We at WealthWishers (TW2) help you answer these questions and offer the advice and guidance you need to map out a plan & implement it.
Click Here : To See the Presence of TheWealthWisher Clients/Investors on the Globe |
Coverage
Goal Planning, Retirement Planning, Risk Assessment, Existing Portfolio Analysis, Risk Coverage Requirement & answer to many questions.
You Get
- 3 Comprehensive Reports (Financial Planning Report, Risk Tolerance Report & Performance of your suggested Asset Allocation Portfolio in Indian Markets)
- Detailed Recommendations/Solutions to achieve your goals
- Your investment strategy with recommended asset allocation.
- Analysis of Existing Investments.
- Answers to all your existing queries/doubts.
- Plan with a clear strategy to cover your risk and start investing towards your goal.
Financial Planning Service is Suited for
Everyone who cares about his happiness, wishes to live stress-free, is responsible for his and his loved ones future. The early you start it’s better. However, it works well at any stage of your career. Financial Planning is the “Big-Bang Moment”. The creation of a Planned Life starts from this point.
The Process
- You fill this form. Avail Service
We contact you over your preferred medium of communication.- We send you a data sheet. You send it back and we overview the scope of work.
- You sign/accept engagement and deposit fees.
- We send risk assessment questionnaire to work on your asset allocation.
- Documentation complets here.
- We analyze and draw a draft plan for you.
- We send the draft plan and discuss your plan, risk assessment report with you.
- After discussion and addressing your all concerns, we prepare the final plan with our recommendations.
- The implementation of this plan is most vital otherwise it is just a report. We forward you to Wealth Management Services.
A New Life-long Relationship Starts with TheWealthWisher
After a period personal things, family situations, career plans may change and you may require reviewing the plan. We do it within three years of the first plan, at a nominal fee as mentioned in the fee section.
Fees for Financial Planning Service, Online Financial Planning Service for Resident Indians & NRIs
Financial Planning can be availed @ INR 999 by Residents & NRIs. Email madhupam@thewealthwisher.com or WhatApp at +91 9828156400 or fill this form.
This Financial Plan is fully comprehensive. Ask for Sample Financial Plan by email.
For Renewal^ (If Required)
INR 999/- from second year onwards
^ Renewal is Optional & Need-Based. Renewal is free for Wealth Management Clients
*The fees is as per understanding that the plan will be for a regular investor with normal needs. Plans for business owners/HNIs & large households involve more work and sophistication, hence the TW2 reserves right to increase the fees. The increased fees will be communicated at the time of engagement.
(If you want to know why is fees so HIGH or so LOW, Click Here)
Terms & Conditions related to Financial Planning Service, Online Financial Planning Service
Under SEBI Regulatory Requirements, we have to maintain KYC documents (Photo, ID proof and Residence proof) and Risk profile of the client.
Financial Planning &Wealth Management Service FAQs
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