Goal Based Investment Plan

₹ 20,000.00

Risk Profiling
Review of existing assets and liabilities
Counselling for removing unproductive assets
Assessment of Financial Goals ( retirement, child education, housing etc)
Prioritization of Financial Goals
Goal Affordability
Goal-based Investment Advice
Customized Asset Allocation
Detailed Investment Plan (including mutual funds)
Investment in Mutual Fund Direct Plans
Consultation for 1 year
Mode of Delivery: E-mail
Estimated Delivery Time: 3-4 weeks

I had a very good and quite a satisfying experience in my dealings with Mr Deepesh. I found Deepesh to Frank, Knowledgeable & assuring. The final plan drawn up by Mr Deepesh was quite detailed and realistic. I would definitely recommend services of www.personalfinanceplan.in to my friends and relatives.
Nandan KossambeSenior Electrical Engineer, BASF South East Asia Pte LtdSingapore

I worked with personalfinanceplan.in to review and enhance my portfolio. The whole experience was very professional and at the same time personalized. Deepesh made sure that he understands all my financial circumstances that affect the planning. He also made sure that I am aware of all the information and possible alternatives before coming to the final plan. Whole process was very engaging and productive. I will continue to rely on personalfinanceplan.in for my future needs.
Deepak DahujaDirector Engineering, Hughes Systique CorporationGurgaon

I worked with Deepesh for investing in mutual funds. Deepesh was very helpful throughout the engagement. As I am a first time investor, Deepesh ensured that I understand all the risks and benefits. He was easily approachable, flexible with timings and ensured transparency throughout the process. One of the best things about him is that he encouraged questions from me and also invited me to challenge his investment advice before finalizing the portfolio. All in all, it's been a great experience working with him. Thanks for all the help!
Vishakh MaruvalaTax Senior, EYBangalore

It was a great experience interacting with Deepesh. His guidance and suggestions on mutual funds and term insurance were very useful. The best part is he is quick to respond to the queries raised and explains everything really nicely. He made me analyze my financial goals and explained the choice of investment products in detail.
Raghavendra ShettyGenPactBangalore

I am very much satisfied with the service provided. What I liked the best was promptness in response over e-mail, chat or a phone call.
As a first time investor, I needed lot of clarifications before I went ahead and made the investments. Deepesh provided the guidance and patiently answered all my queries.
He understood my personalized goals and advised on how to go ahead in strategizing them. I am looking forward for long term relationship in achieving my financial goals.
Please keep up the good work.
Debranjan BanerjeeTata Consultancy ServicesHyderabad

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