Comprehensive Financial Planning
Comprehensive financial planning consists review of existing investments and preparation of financial plan for the future as well, which in turn consists knowing about investor’s psychology, the risk taking ability, tax implications and investment horizons.
To make this complex process simple and appropriate for every investor, in 2013, we succeeded in developing our own Wealth management matrix called “Prodigy” which suggests the steps of financial management for investors. We work on advisory model and we call it membership model.
Process Flow : Comprehensive Financial Planning
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Goal Based Planning:
We, at BFC Capital, believe that Goal Based planning is the elixir of any Financial Planning.
We also believe that a person has either Desires or Financial Goals in his lifetime.
Therefore, preparation of a plan to meet those financial goals is of vital importance
Steps in Goal Based Planning:
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Wealth management usually deals with investment of a lump-sum amount.
As per our Wealth management matrix, before making any investment, you need to know about following:
These two questions are of utmost importance before suggesting you any investment product basket as the product basket will change if you change the answers to these questions.