GOAL PLANNING

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We help in providing investors with their goal planning by calculating the number of years left to reach to their goals and exact amounts required to be invested either monthly or on lumpsum basis in cordination with the approximate inflation rate.

Generally customers require help in accumulating corpus for Childrens education, Retirement planning, Childrens marriage, buying a house or Abroad trip. 

So, we help customers with the amounts to be invested monthly/lumpsum to reach to their specific goals with ease also we track it so that incase there are changes which needs to be made could be done easily possible. Also we help the customers with the Cover required for Health/Life Insurance as per their lifestyle and save the customers from being underinsured. As we have noticed the main issues customers face to reach out to their goals are unplanned medical expenses resulting in breaking investents and harming the goals and Insurance protects from those fears as well as burden of lumpsum amounts required for medical bills and hospital expenses