Financial Planning
2012-01-25 12:12:53 UTC
Dear Sir,
We are passing through a difficult time due to high inflation,
increasing higher educational expenses, rising medical costs and need
for higher retirement corpus arising out of increase in longetivity.
The recent hikes in interest rates has contributed to higher EMIs of
housing loans. Further preservation of the created wealth has become
challenging due to volatile capital markets arising out of all round
uncertain economic situations in India and abroad.
2. In this scenario, Financial Planning helps to prioritize financial
goals and draw a financial path leading to achievement of Life’s goals
and financial peace. We, at Max Secure Financial Planners have
ventured into the Financial Planning, Advising and Financial
Awareness. We are professionals certified as CERTIFIED FINANCIAL
PLANNERSCM from the Financial Planning standards Board, India (FPSB),
affiliated to FPSB, Denver, USA.
2.1 Financial Planning: We provide right advice to the clients on
Investment Planning, Insurance Planning, Retirement Planning and Tax &
Estate Planning and recommend action plans to achieve the financial
goals. Our advices are unbiased and independent of product sales
keeping the clients interest uppermost in mind.
2.2 Financial Awareness Programmes: We conduct Awareness Programmes’
for various target groups like HNI's, Home makers, Middle Income
Groups, Non Financial executives and Retiring and Retired people. In
all the awareness programmers’, we provide answers, amongst other
things, on the following:
• Why Financial Planning is necessary?
• Why investment Planning is important?
• How to select proper and adequate life insurance?
• How to go about health insurance for self and family?
• How to avoid costly Loans and Debts?
• How to plan for peaceful retirement Life?
3. In case you are interested in attending an awareness programme and
taking a financial planning , please visit www.maxsecfp.in for
further details.
With warm regards,
Chief Financial Planner
Max Secure Financial Planners
Website and Blog: www.maxsecfp.in Forum blog: www.fpgindia.org
Email: ***@gmail.com
Twitter: prakash1957
We are passing through a difficult time due to high inflation,
increasing higher educational expenses, rising medical costs and need
for higher retirement corpus arising out of increase in longetivity.
The recent hikes in interest rates has contributed to higher EMIs of
housing loans. Further preservation of the created wealth has become
challenging due to volatile capital markets arising out of all round
uncertain economic situations in India and abroad.
2. In this scenario, Financial Planning helps to prioritize financial
goals and draw a financial path leading to achievement of Life’s goals
and financial peace. We, at Max Secure Financial Planners have
ventured into the Financial Planning, Advising and Financial
Awareness. We are professionals certified as CERTIFIED FINANCIAL
PLANNERSCM from the Financial Planning standards Board, India (FPSB),
affiliated to FPSB, Denver, USA.
2.1 Financial Planning: We provide right advice to the clients on
Investment Planning, Insurance Planning, Retirement Planning and Tax &
Estate Planning and recommend action plans to achieve the financial
goals. Our advices are unbiased and independent of product sales
keeping the clients interest uppermost in mind.
2.2 Financial Awareness Programmes: We conduct Awareness Programmes’
for various target groups like HNI's, Home makers, Middle Income
Groups, Non Financial executives and Retiring and Retired people. In
all the awareness programmers’, we provide answers, amongst other
things, on the following:
• Why Financial Planning is necessary?
• Why investment Planning is important?
• How to select proper and adequate life insurance?
• How to go about health insurance for self and family?
• How to avoid costly Loans and Debts?
• How to plan for peaceful retirement Life?
3. In case you are interested in attending an awareness programme and
taking a financial planning , please visit www.maxsecfp.in for
further details.
With warm regards,
Chief Financial Planner
Max Secure Financial Planners
Website and Blog: www.maxsecfp.in Forum blog: www.fpgindia.org
Email: ***@gmail.com
Twitter: prakash1957