Financial Planning

REALIZE YOUR DREAMS THROUGH COMPREHENSIVE FINANCIAL PLANNING

We all DREAM of having a financially secure future where in our tomorrow would be similar if not better than our today!

Our tomorrow can be better if we take care of it today by mature and meaningful planning of our resources.

However, the constantly changing Economic stability coupled with high inflation and rising tax burdens can be a drain out on the deepest pockets and throw our carefully laid out plans off gear. Knowing how much we require to meet our financial goals and subsequently how much we can save from our earnings to invest in the correct investment vehicle can help us achieve our goals easily. However investing just for the sake of investing without planning is like driving a car without knowing the route to reach the destination.

Hence, Just as we have a clear map of directions when we undertake a journey to avoid getting lost or delaying our arrival at the destination, so we should have a clear blueprint of achieving our life’s financial goals.

We believe that by taking a holistic overall view of your EXISTING FINANCIAL STATUS AND FUTURE FINANCIAL GOALS, it is possible to achieve FINANCIAL FREEDOM in a systematic way. However, since the requirements of each are different, the plan to achieve it also needs to be highly personalized.

At Beekay associates, we will chart out a personalized professional Financial Plan for you that would assist you in the following ways:

 List and prioritize your goals.
 Know exactly how much you need to meet these goals (goal planning).
 Know how much you should and can save from your earnings (cash flow planning).
 Save for a goal while you pay minimum taxes on your income (tax planning).
 Know the most suitable investment vehicle to meet your goals (Investment planning).

ACHIEVE FINANCIAL FREEDOM AND REALIZE YOUR DREAMS IN 4 EASY STEPS:

STEP 1: ASSESSMENT OF YOUR PRESENT STATUS
Enroll with us for drawing up of a personalized financial plan for you by calling or emailing us. Our experts would get in touch with you to know your current financial status, your risk profile as also your future goals.

STEP 2: LISTING OF GOALS AND ESTIMATION OF THEIR FUTURE COST
To ensure that your goals of children’s education & marriage, purchase of house property or car and a worry free retired life are met comfortably, we would correctly estimate the future cost of these goals by factoring in inflation and taxation.

STEP 3: IDENTIFICATION OF MOST APPROPRIATE INVESTMENT VEHICLE
We can assist you to choose optimal investment portfolio that gives you the best shot at reaching your goals with the lowest level of risk. The right level of risk for your personal tastes combined with a preferred return choice can help you to align your long term goals to the investment vehicle chosen.

STEP 4: MONITORING AND EVALUATION:
Our highly developed software helps to maintain and view all investments that are carried out in a single snapshot view that is available on a click through our website. You can enjoy the benefits of our regular monitoring and evaluation of your investments to ensure that they are in line with the predetermined goals.
Any changes that are required to be made to your investment strategy due to market and policy changes can be carried out smoothly.

STEP 5: IMPLEMENTATION
Our professional approach ensures that your investments are carried out seamlessly.

With so much to gain in terms of financial security, it is definitely worth taking a small step to call us and plan for your future.

DOWNLOAD FINANCIAL PLANNING FORM AND MAIL IT TO US TO BENEFIT FROM OUR PROFESSIONAL EXPERTISE.

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