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Financial Planning

Financial Planning

The concept of financial planning is the development and implementation of comprehensive plans for achieving persons overall financial and personal objectives. Before starting with financial planning one must set goals, because it helps them to maintain focus and work towards their goal.

Risk Profiling of Investors
  • Asset Allocation (Life Cycle Model)
  • Asset Allocation Strategies (Strategic, Tactical, Life-cycle based)
  • Goal-based Financial Planning, Active and Passive Investment Strategies
  • Develop a plan to generate cash flow for clients short and long term needs

Common Myths in Financial Planning Approach
The following are some of the common Myths made by consumers in their approach towards Financial Planning
  • Don’t set measurable goals.
  • Make a financial decision without understanding its affect on other financial issues.
  • Confuse Financial Planning with investing.
  • Neglect to re-evaluate their Financial Plan periodically.
  • Think that Financial Planning is only for the wealthy.
  • Think that Financial Planning is for when they get older.
  • Think that Financial Planning is the same as retirement planning.
  • Wait until a money crisis to begin Financial Planning.
  • Expect unrealistic returns on investments.
  • Think that using a Financial Planner means losing control.
  • Believe that Financial Planning is primarily tax planning.

A good financial plan helps you to answer three basic questions:

  • Where are you today?
  • Where you want to be tomorrow?
  • How do you get there?
  • Identifying your goals

Examples of Goals can be:

  • Retire at 50?
  • Be debt free at 40?
  • Want to invest in a second home?
  • Want to go abroad for further studies?
  • Want to send your children abroad for further studies?
  • Daughter’s marriage?


Don't Wait, Plan Your Success Now !


Providing family financial security is an important part of the financial planning process. Having proper insurance coverage and right policies in place can provide peace of mind for you and your loved once.


It’s possible to manage expense more effectively through planning. Managing expense helps you understand how much money you will need for tax payments, other monthly expenditures and savings.


Many times we forget to plan our retirement because child education & marriage become our priority goals. Financial planning helps you understand your goals better in terms of why you need to achieve these goals & how they impact other aspects of your life & finances


Your financial advisor will meet you to assess your current financial circumstances and develop a comprehensive plan customize for you as per your short term and long term goals.The financial plan has to be review and restructure regularly.


It used to be called savings for rainy day.But sudden financial changes can still throw you off track. It is good to have some investment with high liquidity. These investment can be utilized in times of emergency or for educational purposes. Financial planning encourages you to manage inflation. You are aware of the price of various things and activities.



A proper financial plan considers your personal circumstances, objectives and risk tolerance. It acts as a guide in helping choose the right types of investments to fit your needs, personality, short term goals, long term goals and emergency fund. Better financial understanding can be achieved when measurable financial goals are set, the effects of decisions understood and result reviewed.


“Spend wisely, Protect & Invest.” This is the financial planning mantra. If you are planning your finances, you can follow these important points too.


Spend intelligently. Ensure Protection for your family in case of your demise or a setback in health and Invest to save for your future needs.

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Why Choose Us?

Wealth management the most important part is transparency & Knowledgeable solution which addresses the clients need, So we at Imperial Finsol truly believe in need based solutions.