The only thing permanent in life is change. Times change. People change. So does life. You expect life to be much better tomorrow than it is today. Tomorrow, you hope to fulfil all your dreams and aspirations. But what happens if things take an untoward turn? Or, if there is an eventuality? Perhaps it's time for you to change the way you plan your investments...
You may have many dreams, needs and desires. For example, you could be dreaming of:
- Owning a new car
- Buying a dream house
- Providing your children with the best education
- Planning a great wedding for your children
- Having a great time after your retirement
But in today's world of skyrocketing costs and increasing inflation, how many of these dreams can you hope to turn into reality? By planning well, you can utilise your limited resources to the fullest.
360° Lifetime Financial Planning helps you see the big picture and invest for specific long-term and short-term goals well in time.
Everyone does! Because everyone has a right to dream. And realising dreams is easier when you work to a plan that's:
- Reliable
- Realistic
- Proven
Bajaj Capital's 360° Lifetime Financial Planning Programme could make a difference to all those who wish to lead a worry-free, financially secure life.
Financial Planning is becoming increasingly popular in developed countries all over the world. Now, with a little help from Bajaj Capital, you too can give yourself the 360° Lifetime Financial Planning edge!
Get your Financial Plan prepared absolutely Free, only at Bajaj Capital!
Financial Planning is a paid service abroad, requiring investors to pay up to US $100 per session, and up to US $1,000 for a complete financial plan.
Now, Bajaj Capital brings you the same standard of service ABSOLUTELY FREE!
360° Lifetime Financial Planning is a unique software-based process that takes a holistic view of your life-long financial needs and charts a personalised investment strategy to help you meet them. Broadly, it involves:
- Identifying your current financial status
- Listing and prioritising your goals
- Creating a sound investment plan to achieve them
- Monitoring the plan to facilitate swift corrective action, if needed
360° Lifetime Financial Planning is based on the premise that every individual has certain basic financial needs that are expressed at various stages of life (getting married, buying assets like homes, vehicles, or providing for your children's education and wedding). With the help of 360° Lifetime Financial Planning, you can prepare yourself well in time for all these goals.
Instead of investing in an ad-hoc manner, 360° Lifetime Financial Planning takes a holistic, all-round view. Briefly, 360° Lifetime Financial Planning comprises:
- Investment Planning: To make your wealth grow
- Cash Flow Planning: To provide for assets and meet the periodic cash requirements
- Tax Planning: To save on taxes and increase your income
- Insurance Planning: To protect yourself, your family and your assets
- Children's Future Planning: To give your children a financially secure future
- Retirement Planning: Because retirement is a time to relax, not to get worried
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A Personalised Financial Planning Snapshot |
The process begins with identifying your needs with the help of the Need Analysis Form.
- Our Financial Planners then use the especially-created 360° Financial Planning software to generate a personalised Snapshot.
- The Snapshot gives you a graphic account of all your financial requirements, at every stage of your future life.
- Based on the Snapshot, our experts work out an investment strategy.
- Once implemented, our experts keep regular track of your investments.
- A Financial Planning session takes just 15 minutes, and is absolutely FREE!
