SERVICES


 FINANCIAL PALNNING

“Financial Planning is the process of meeting your life goals through a systematic and disciplined arrangement of your personal finances.”
Financial Planning is a process consisting different steps. Look at the image below.




OUR SERVICES
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PROVIDED BY FINPLAN


1. GOAL BASED PLANNING

Such as a children education
 children's marriage
vaction, buying a house and car.

2. INURANCE PLANNING

What's your human life value?
What shouldbe your cover? 
Which is the best one for you.
                                                                                    



3. DEBT MANAGEMENT
Repay bad loan and take better
 control of your fiannce

4. TAX PLANNING
Proper tax planning will help save tax.
leaving more money in your hand.

5. RETIREMENT PLANNING
What should be your retirement
 corpus to lead a happy retired life.

Chart, coin, financial, graph, investment, planning icon
6. INVESTMENT PLANNING
Investing in best suited invest to achive
your goal confidently.




 While laying the foundation of "Finplan" we were guided by client centric approach. We use scientific methods to understand our clients need. Our practice model is built around the very needs of our clients.  we believe that like a Doctor, our role is to help our client lead a Financially health        and Fit Life. We maintain utmost secrecy and privacy of our investors confidential data.                                       



                                                                     "Finplan" 

                                                              

















                                                             
                                                 
                                                   
                                                                          

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personal finance

by
Bharat Shah What is Personal Finance? Personal finance is the process of planning and managing personal financial activities such as  income  generation, spending, saving,  investing , and protection. The process of managing one’s personal finances can be summarized in a  budget  or financial plan. This guide will analyze the most common and important aspects of individual financial management. Areas of Personal Finance In this guide, we are going to focus on breaking down the most important areas of personal finance and explore each of them in more detail so you have a comprehensive understanding of the topic. As shown below, the main areas of personal finance are  income , spending, saving, investing, and protection. Each of these areas will be examined in more detail below #1 Income Income refers to a source of cash inflow that an individual receives and then uses to support themselves and their family. It is the starting point for our financial planning pro
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