SEBI Regd No. INA000011255

FPS – Financial Planning Solutions

Financial Planning Solutions (FPS)

Service Fee: ₹ 15000
  • Perfect to kick-start your Financial Planning
  • Complete goal based Financial Planning
  • Flat fee for independent and unbiased advisory
  • Optional services for annual reviews
  • Personalized approach

FPS by Investora - A perfect service to kick-start your Financial Planning

When should you kick-start?

  • Are your current investments suited for you and generating expected return?
  • Are you paying too much life Insurance for little cover with many policies?
  • Do you have adequate Health Insurance cover?
  • Are you financially prepared to meet the future events/goals of your life?
  • Are the MFs you invested in working in your favour ?
  • Did you burn your fingers in stocks and are left holding stocks with hugely depreciated value of the Investment?
  • Are you over investing in property and find it tough to pay EMIs on multiple properties?
  • We provide a comprehensive check and restructure your investments to be more fruitful to you !!

Where Investora can help you

  • Evaluation is done one time and a course correction is suggested. That’s where Financial Planning begins
  • Analysis of the right product for Life Protection
  • Objective/Goal based Planning for Future events.
  • Product Evaluation for Health Insurance
  • Distribution of Investments into debt and Equity as per Client Profile
  • Retirement Plan
  • Direct Stock Market Investment. Proportionate percentage with respect to Portfolio size.
  • Tax Implications of Various Investments
  • We provide a complete Financial Plan based on your Objectives, review and revisit the same every year
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Contact us for a no obligation consultation.

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