What Is Personal Finance…?

Personal Finance Is a Process Which Provides a Map to Reach Financial Goals in Life & then Keep a Track of the Progress in Reaching the Goals. It Helps an Individual to Get Some Sense of the Why & How of Creating, Investing & Protecting Wealth.

In the True Sense, Financial Planning Goes Much Beyond Numbers. The Quantification & Calculations are Definitely a Big Part of It, but Defining Goals Itself is a Process of Self-Discovery. It Makes You Think Beyond the Routine of Earning Money & Investing It.

Who Needs Financial Goals Mapping…?

Practically Everyone Needs Financial Goals Mapping Because, everyone has Dreams. A Person Who Is Just Starting off in his Career, Dreams of Creating Wealth. For Someone Who Has Accumulated Some Amount, Dreams of Growing It to a Bigger Amount. Someone Who Has Ample Assets, Dreams of Protecting & Nurturing It for The Future Generations. Financial Planning Helps People Move Towards their Dreams. The Focus for Every Individual in a Personal Finance Will be Different. So, It Is a Need of Everyone.

Aspects like Child Education, Child Marriage, Retirement Planning, Wealth Management & Such other Goal Planning are all Covered Under Financial Planning.

The Customization Will be Done Based on Individual Needs.

How Does A Personal Finance Make a Difference In Your Life…?

• It Gives You a Complete Picture of Your Financial Life.
• It Shows You Exactly Where You Stand Today, & Creates a Path to Achieve Your Goals.
• It Helps You Create & Manage Wealth Based on Your Individual Values & Preferences.
• It Helps You Correct any Mistakes that have been Made in the Past, to Put You on to the Right Track for Goal Achievement.
• It Helps You in Controlling Costs by Showing You Where there are Excesses If any.
• It Helps You Save Money by Protecting You from Incorrect Investment Decisions.
• It Helps You Keep Your Money Matters Organised
• It Gives You Peace of Mind by having things In Order & on Track