Financial Planning Kit
Whether you’ve just started earning or you have been established in your job or business for a long time, this is the most essential toolkit you need. It provides the frameworks to track all your finances and build a fundamental goal-based financial plan. This kit provides immediate financial clarity for you and acts as a critical resource for your family tomorrow.
Many families struggle to track assets when they lose a loved one. Consider there is over ₹150,000 Crore of assets unclaimed as per the latest RBI report. This organized toolkit ensures your family can easily locate and claim what truly belongs to you.
Why Build Your Financial Roadmap?
Do you know your current income sources, budget, and cash flow to clearly define your savings & investments?
Do you and your family know your Net Worth (Assets minus Liabilities)?
Do you have well-defined goals and a roadmap established for each one?
Do you want to ensure your family can locate and access all your hard-earned assets if you are no longer there?
What This Service Covers
This is a personalized kit and framework designed for you and your family to keep track of all your personal finances in one place.
Financial Framework (2 Excel Sheets)
Provides two user-friendly Excel sheets: one to collate all your personal financial data, and the second to create a financial roadmap for each of your goals.
Net Worth & Cash Flow Clarity
Consolidate all income sources, assets, and liabilities to see a clear, comprehensive picture of your current Net Worth and monthly cash flow.
Insurance Register
Collate all your existing insurances in one, accessible place.
Life Insurance Calculator
Includes a calculator to quickly find out what net sum insured is required for your family's protection.
Goal Planning
Define your key financial goals and build a basic roadmap for each goal.
Retirement Planning
Define your retirement target and plan to accumulate the required corpus, and also receive cash flow projections from the start of the retirement till your defined lifespan.
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What You Pay
Disclaimer: T&C Apply.
Ideal For
New Professionals: Anyone who has recently started their career and wants to immediately take control of their finances and build good habits.
Families Seeking Security: Families who want to ensure everything is documented in one place, define goals, and build early plans for their children's education and retirement.
Anyone Concerned About Unclaimed Assets: Individuals who want to safeguard their legacy and simplify the asset claim process for their next of kin.