“If you don’t plan your life, you will be forced to follow someone else’s plan, and guess what they have planned for you, NOTHING”
FINANCIAL PLANNING
Financial planning is the process of identifying your future needs and designing a model to enable you to work to reach your goals. All humans have similar goals.. if married to buy a house , vehicle… if one has children.. then to plan for their higher studies, marriage expenses
FINANCIAL PLANNING PROCESS
Discipline has a part to play at every stage, from setting objectives to actually executing the plans that are meant to achieve those objectives Setting objective, investing in line are some of the fundamental principles of financial planning
NEED FOR FINANCIAL PLANNING
The importance of Financial Planning cannot be overstated for some reasons like inflation and changing lifestyles. A right direction and meaning to your financial decisions. Be ensured with adequate funds
The creation of an investment portfolio best suited to your needs arises from deep research and understanding of the various products available. You may have a fair idea of which asset classes and product types interest you, but you will need to further choose from various schemes under each product type and then execute them
FINANCIAL PLANNING STEPS
We believe that equities is a solid investment option for long term wealth accumulation. Volatility may cause concern for short term but rising share prices can multiply your gains in the long run if your investments are managed by IMMPL. We are empanelled with 31 mutual fund houses and follow systematic and open methods of analysis, evaluation and recommendation of funds.
We believe that equities is a solid investment option for long term wealth accumulation. Volatility may cause concern for short term but rising share prices can multiply your gains in the long run if your investments are managed by IMMPL. We are empanelled with 31 mutual fund houses and follow systematic and open methods of analysis, evaluation and recommendation of funds.
Financial literacy is the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Raising interest in personal finance is now a focus of state-run programs in countries including Australia, Canada, Japan, the United States and the United Kingdom
