Personal financial planning is considered “a process of determining an individual’s financial goals, purposes in life and life’s priorities, and after considering his resources, current lifestyle, and risk profile, to detail a balanced and realistic plan to meet those goals.” The individual’s goals are used as guideposts to map a course of action on ‘what needs to be done’ to reach those goals.
The Sinhasi Customized Holistic Financial plan is executed with professionalism and great detail. Regular monitoring of your financial plan ensures that the plan is on right track and set to achieving the objectives.
MyPortfolio@Sinhasi is a unique on-line monitoring platform, exclusively created for our esteemed Sinhasi Client to view and monitor his or her Holistic Financial Plan and Investments.
Here, the focus is on optimizing returns for our clients, through a prudent mix of pedigree investment opportunities, post prudent analysis of the risk appetite of our clients, the risks involved with each investment solution , time horizon and expectations.
Heath Insurance: This is the first and most important element of any financial plan. Here, we cover important aspects such as Individual Health Insurance, Family health Insurance and Group Health Insurance
Life insurance:A detailed analysis of your Human Life Value is calculated and accordingly a comprehensive insurance plan is prepared and executed for you, which covers the main elements of pure risk coverage, legacy planning and tax free investments under life insurance.
* Sinhasi Consultants Pvt Ltd is a registered sub- broker with M/s Motilal Oswal Securities Ltd