WHAT IS
FINANCIAL PLANNING
Financial Planning is a process that helps you to achieve your financial goals and realise your dreams.
WHY DO YOU NEED
A FINANCIAL PLAN
To take charge of your financial life by making a better job of your spending, saving, investing and managing risks in life
WHAT ARE COMMON MISTAKES
IN FINANCIAL PLANNING
- Waiting for money crisis to start planning
- According Low priority for managing personal finance
- Not setting measurable goals and Confusing plan with products
WE WILL HELP YOU MANAGE YOUR FINANCIAL GOALS
INVESTMENT PLANNING
It includes Risk Profiling, Asset allocation
and Monitoring & Review of portfolio.
WHY MAX SECURE FINANCIAL PLANNERS?
SEBI REGISTERED INVESTMENT ADVISER
FEE-ONLY
Provides transparent fee only services.
UNBIASED
Recommend Direct Mutual Funds and Online Term Life Insurance Plans.
PROFESSIONAL
Qualified and highly experienced Professionals
TRUSTWORTHY
Professionals with proven integrity and honesty.
COMPETENT
Updated with the latest developments in financial markets
FIDUCIARY
Clients first approach and their interest kept uppermost in mind that provides comfort of maximum security to the clients
HOW IT WORKS
The process is a global process as prescribed by Financial Planning Standards Board, India.
Client agreement
Incorporates services to be offered and fees to be charged
Data collection
Income, Expenses, Assets, Liabilities, Goals, etc.
Analysis
Made simple & easily understandable for clients
Recommendations
Findings are discussed with the clients and reports shared
Implementation
Direct Mutual Funds and Online Insurance Products, etc.
Review and Monitoring
Review of Financial Plan and Monitoring of portfolio
About US
“Helping you to improve your Financial Life and nurture a trusting relationship.”
We, at Max Secure Financial Planners, by providing fee-only financial planning advice, are not only independent of product sales but also provide unbiased recommendations by keeping the client’s interest uppermost in mind and creating a roadmap for financial freedom. Our expertise ranges across Comprehensive Financial Planning, Goal based Planning, Investment Advisory & Planning, Financial Goal Planning to Financial Literacy. We have prepared Financial Plans for more than 100 clients, based in Mumbai, Navi Mumbai, Pune, Thane, Bangalore, Delhi, Bhubaneswar and NRI. Mr. Prakash Praharaj, the Founder and Chief Financial Planner of Max Secure Financial Planner is a Certified Financial Planner and a Certified Personal Financial Adviser from NISM.
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