Financial Planning Advice
What is Financial Planning?
Financial Plan is a written document that clearly defines: -
1. The road-map or strategies to achieve your life’s important financial goals,
2. Reduces financial risk & money-related uncertainties of future needs and
3. Helps you maintain a good financial health.
Financial Planning helps you take better control of your financial situation, enhance the quality of life and make you feel money confident. Financial Planning covers all aspect of Money Management.
1. Goal Planning
2. Retirement Planning
3. Insurance Planning
4.Emergency Funds
5. Tax Planning
6.Budgeting & Loan Management
7. Investment Planning
The conventional physical brick-n-mortar model of meeting in-person and offering financial solution is the root-cause of all wrong selling. It’s our pledge to never, ever wrongly sell a product to anyone. HRJ offers financial solution over phone; records the conversation and shares the audio-link of recorded conversation. All communications are over email & documented. It allows you the flexibility to talk to our consultants, anytime from anywhere during working hours. These consultants not only help you plan but also help you invest and navigate the investments to help reach and often exceed your financial goals.