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

  1. Waiting for money crisis to start planning
  2. According Low priority for managing personal finance
  3. Not setting measurable goals and Confusing plan with products

WE WILL HELP YOU MANAGE YOUR FINANCIAL GOALS

comprehensive-financial

COMPREHENSIVE
FINANCIAL PLANNING

It includes three important areas of
personal finance

…read more
investment-planning

INVESTMENT PLANNING

It includes Risk Profiling, Asset allocation
and Monitoring & Review of portfolio.

…read more
single-goal

SINGLE GOAL PLANNING

It covers any single goal planning

…read more
planningcoaching

FINANCIAL LIFE PLANNING

Besides helping clients to achieve Financial Security

…read more

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

hand-with-leaf

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

01

Incorporates services to be offered and fees to be charged

02

Data collection

Income, Expenses, Assets, Liabilities, Goals, etc.

Analysis

03

Made simple & easily understandable for clients

04

Recommendations

Findings are discussed with the clients and reports shared

Implementation

05

Direct Mutual Funds and Online Insurance Products, etc.

06

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.

Read OUR BLOG

Recent posts

Why invest through Direct Mutual Funds?

admin | 3 Comments |


Behavioral Biases in Investments

admin | 0 Comments |


WHAT OUR CLIENTS SAY?