Our association with Cholamandalam Group has been for decades and we value this relationship deeply. Chola securities...
K Ajith Kumar Rai, Chairman ,
Financial Planning is the process of achieving your financial objectives by efficiently managing your finances which include your assets, liabilities, income, expenses, savings and investments.
A financial plan acts as a road map to your financial goals.
Some examples of financial goals are
The Financial Planning process involves six steps, which are as follows.
There are some key points one needs to keep in mind during the financial planning process.