“Planning is the action of bringing the future into the present so that you can do take decisions about it”. We at Arhaum Enterprises(Indian Wealth Management), care for your dreams and plan ahead to see that money doesn’t obscure your aspirations.
Financial Planning Process:
- An initial meeting to educate you about our process and answer your queries
- Understanding your needs and objectives and data collection
- Identification of your financial concerns
- Preparation of personalized financial plan that suits your needs and concerns
- Presentation of your financial plan and answer your queries
- Implementing of agreed recommendations
- Periodic strategic review and revision of plan
5 Steps to Financial Life Planning
The 5 step process is as follows:
Step -1: Discover and Define
Writing down your goals and calculating your current financial state.
Analyzing your income versus your expenses, as well as analyzing your assets versus your liabilities.
Step -2: Evaluate
Evaluating the gap between your goals and your current trajectory, based on your current financial state.
Step -3: Develop
Developing a detailed, customized plan for you—IWM experts will create a ‘route map’ for achieving your goals.
Step -4: Execute
Arhaum Enterprises(Indian Wealth Management) is with you, every step of the way, during the implementation of your customized plan.
Step -5: Monitor
Arhaum Enterprises(Indian Wealth Management) will monitor and track your finances on a regular basis so that the plan is fail-safe.