financial goal planning
TERM INSURANCE
Safeguard your loved ones with adequate coverage—aim for at least 10 times your current salary or the time remaining until retirement.
HEALTH INSURANCE
Whether salaried or self-employed, assess your health coverage. Consider a top-up plan if needed; it's a cost-effective way to enhance protection.
PERSONAL ACCIDENT POLICY
PERSONAL ACCIDENT POLICY
With increasing mobility, ensure coverage includes loss of income. Plan for unforeseen events beyond death and disablement.
EMERGENCY CORPUS
PERSONAL ACCIDENT POLICY
Maintain a fund equivalent to at least 3 months' salary in cash, savings, or liquid funds. Be prepared for unexpected job loss or hospitalization.
RETIREMENT SAVINGS
Secure your golden years. Develop a formalized goal planner by usine our retirement financial planning services; ensure adequate savings, incorporating a substantial equity element for growth.
CHILDS EDUCATION FUND
Plan ahead for your child's future. Start early and, if the goal is 10+ years away, consider a strategic mix of equity for long-term growth.
EXPENSE TRACKER
Analyze and manage your expenses. A solid understanding of your financial outflows is crucial for effective planning.
DISCRETIONARY EXPENSES
Analyze and manage your expenses. A solid understanding of your financial outflows is crucial for effective planning.