IF YOU FAIL TO PLAN, YOU PLAN TO FAIL.
Have you observed this, If we are going for a short trip for 4-5 days to an exotic location we plan well in advance and book our mode of transport, good hotels, look for good eateries, details about weather,local culture ,sight seeing and what not…We want to make sure every single aspect is being taken care .
But we tend to forget to plan for our bigger goals in life like protection of our family, children’s higher education, retirement planning , dream house/ car purchase or visiting different destinations.
Secondly today you have the luxury of TIME with you. You are earning well,having good health,taking promotions and enjoying your life. But just think for a second, are you prepared for speed breakers? There are a lot of things to be taken care off.
How will I be able to meet my financial liabilities?
Have I taken the right products?
Am I investing as per my goals?
Will I be able to save enough for my kids education?
Will my retired life be good?
Is my portfolio well diversified?
Am I saving enough?
Do I have someone who is competent and can personally take care of my Financial goals?
PERSONALISED- We assess your unique needs and suggest solutions which are best for you.
INDEPENDENT- We do not work for any bank ,mutual fund company or insurance company. We work for you. That is why we deliver solutions not products.
FAIRNESS-We give unbiased advice and provide full disclosures.
COMPETENT- Around thousands of sales persons are selling different financial products in you city. It is very tough to choose suitable financial advisor for you.
Mr. Jitender Pundir is CFPCM (Certified Financial Planner) who follow code of ethics i.e. rules of right behaviour and practice and professional guidelines laid down by Financial Planning Standards Board.
CFPCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics.