Why Plan ?
At MyFundbox, we believe that a comprehensive financial plan is the foundation for achieving your financial goals. We will work with you to develop a personalized plan that takes into account your unique circumstances, priorities, and goals.
Holistic Approach
Our goal is to help you achieve financial security and peace of mind, both now and in the future through a detailed structured process which includes:
- Financial Goal Planning
- Investment Planning
- Retirement Planning
- Kids’ Education & Marriage Planning
- Insurance Planning
- Income Tax Planning
- Estate Planning
- Wealth Appreciation
Analysis & Customization
- Detailed analysis of current financial situation
- Analysis of your current cash flows & Net worth
- Discussion on your financial goals and priorities
- Customized plan & recommendations basis your current risk & investment profile
- Complete handholding in onboarding & execution
- Periodic tracking, monitoring & review of your plan
The 3 RULES
Before executing any investment plan, we recommend to follow 3 rules:
- Get yourself an adequate amount of Term Insurance (purest form of Life Insurance)
- Get your family covered with an adequate amount of Health insurance
- Build an emergency corpus by putting away at least 6 months’ worth of expenses
Types Of Plan
We offer various types of investment plans to suit different investment goals and risk tolerances.
How Do We Do It? The Process
At MyFundbox, we believe that financial planning is a lifelong journey, and we are committed to being there for you every step of the way. Contact us today to learn more about our personalized financial planning services.
01
Discovery session to understand your needs
We take the time to listen to your investment objectives, risk tolerance, financial situation, and any other factors that may impact your investment decisions
We take account of your cash flows and net worth to arrive at monthly or annual investible surplus
02
Goal Identificaiton
We help you identify and finalize your financial goals with the:
03
Analysis & Plan Formulation
We do rigorous due diligence while formulating your plan which is aligned with your expressed financial goals and risk appetite.
We identify alternative courses of action with advantages & disadvantages of each option
We present you the entire plan and provide a complete walkthrough while addressing your queries
04
Plan Execution
We help you in the most difficult step of “Execution of the Finalized Plan”
We provide you with complete handholding in the entire execution process
We help you fill the relevant application forms to purchase the investment vehicles, both in online & offline mode as convenient to you
05
Review & Monitoring
We periodically review and revise the plan to see that the portfolio is successfully moving towards the achievement of goals.
We provide you with clear and relevant information to make timely and informed decisions
Our process is designed to be flexible and adaptive, taking into account changing market conditions, evolving client needs, and other factors that may impact your investment decisions.