Our services include the following :

Fee based Comprehensive Financial Planning

Includes risk management, budgeting, retirement planning, investment, tax planning, will, estate planning, and financial education.
It involves an internationally recognized 6 step process:

• Step 1 - Establish and define our Client-Planner relationship
• Step 2 - Gather the relevant data and information
• Step 3 - Analyze the data and develop a comprehensive financial plan
• Step 4 - Present the plan and the alternatives
• Step 5 - Implement the plan
• Step 6 - Review the plan

Our focus in this service line is generally Lifestyle Financial Planning, to help you achieve, and maintain, your desired lifestyle.

Unlike the common belief in having a “Risk Appetite”, which brings to mind an appetite for operations, we at Money Care Financial Planning are of the firm opinion that so called ‘risks’ are taken to manage our lifestyle goals.

Therefore, in this service line, we focus on the Return Target that a client needs to achieve in order to meet his goals, and that is what defines your risk. If this risk is not in line with your comfort level, we’ll help you to reformulate your goals.

Insurance Planning and Product Evaluation

This includes General and Life Insurance Need Evaluation for you, as well as various insurance product evaluations as per your needs.

Investment Advisory Services

• Including one-time or ongoing advice

• This involves helping you, the client, in understanding and handling risks related to investment

• We’ll help you to build an Asset Allocation Strategy as per you needs, helping you in choosing the right investment vehicle such as direct investments, mutual fund, portfolio manager and insurance companies

• We also offer implementation of the advice given. We do so via the Agency Code assigned to us by various financial institutions such as Mutual Funds, Post Office Schemes, Insurance Companies, RBI Schemes, Stock Broking Firms, Portfolio Management Companies and so on.

Financial Counseling

It is the process that will resolve all your personal financial issues such as lack of savings, debt restructuring, repaying loans, wealth distribution planning and more.