People always believe that it is impossible to achieve all their goals and dreams without having a high salary or belonging to a wealthy family. But it is not the truth. With the assistance of Financial Planning, you can achieve all your life goals and dreams, planning is bringing the future to the present.
“Do not save what is left after spending, but spend what is left after saving” … Warren Buffet
GOLDEN RULE:
Financial planning is a process of managing your money in a way that helps you to achieve all your financial goals with ease and protects you from uncertainty & contingency.
Steps in financial planning
1. Planning for uncertainty
2. Contingency planning
3. Goal-based Investing
What We Do?
At Wealth Tree Group (WTG), we encourage everyone to create aspirations in life without any inhibitions and guide them to create a financial framework to achieve their aspirational goals. At WTG, we believe financial planning is not a one-time process, it is an ongoing process wherein we guide you on how to analyze your income and expenses and create new strategies for savings. We assist you in overcoming your ambitions and dreams into SMART financial goals and creating a road map to achieve the same. So, we give you a clear pathway in life by helping you make sound financial decisions that will create a great future.
The financial planning process consists of
- Insurance planning
- Goal Planning
- Emergency fund
- Retirement planning
- Investment planning
- Tax Planning
Why Should you approach Wealth Tree for Financial planning?
- Rich Experience of 2 decades in Financial Markets
- Comprehensive Financial Plan
- Giving the right tailor-made plan by understanding
- the client’s life goals
- Research support in MF & Stock Markets
- Restructuring of existing portfolio
- Dedicated desk for support
Financial Planning is an ongoing process:
At Wealth Tree, our Certified financial planners will examine the data provided by the client and review the existing portfolio. After a detailed discussion and understanding of the objectives, they will prepare a comprehensive plan and implement the plan by making necessary modifications to portfolio and investment plans.
A review will be conducted every Quarter to monitor to assess the performance of the portfolio and suggest the changes that were necessary. A comprehensive review will be conducted annually, and modifications will be made based on the market conditions and portfolio performance.
For a Free Basic Financial Planning session with our experts
