Financial Planning

A Goal Without A Plan Is Just A Wish

People often confuse financial planning with investment but financial planning is much broader than that. A financial plan is a roadmap that can help you plan for your various goals in life be it saving for your golden age; or intellectual goals like furthering your education, planning for your kids higher education, or lifestyle goals like buying that house you always wanted to, planning for a foreign trip with your family. It is not how much money you make but how much money you keep, how hard it works for you and how many generations you keep it for. A good financial plan can help you determine how much you'll need to start saving now to meet that goal. A well thought out and well planned financial plan is a long term strategy that aims to create, protect and manage wealth throughout life cycle. It also helps to identify short, medium and long term goals / milestones in life and prepare for it well in advance step by step. By framing your monthly expenditures and savings in the context of an overall plan, it will be much easier to meet your goals and attain financial security.

Financial Planning as a tool is very new to India and it has just about started attracting attention of the new booming Middle Class income group.

Contrary to the belief that only rich needs financial planning, it is a fact that everybody today needs it irrespective of the income group, because of the fast changing social and economic structure.

It is a comprehensive process which has clearly defined steps :

  • Determine current financial situation.
  • Develop your financial goals.
  • Identify alternative courses of actions.
  • Evaluate alternatives.
  • Create and implement financial action plan.
  • Review and revise (if needed) the financial plan.

It is a MUST if you want to achieve your life goals in a systematic manner and want to retire with complete financial independence and live life with lot of economic freedom.

We at "Awesmart" do exactly that for you. Awesmart aims to become the best Online Financial Planning Portal in the country and while we do that, we bring this platform to the common man at absolutely no cost. Our vision is to spread financial awareness to the average Indian masses, to help them identify their life goals and show them the path to achieve that.

We are a dedicated and competent team of professionals with extensive industry experience and right certifications to support that. We take lot of pride on the quality of advice and the service support which comes with it and intend to build a long term relationship with our clients with utmost sincerity and integrity.