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...
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° 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 service ABSOLUTELY FREE!
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 grand 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° 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° Financial Planning Programme could make a difference to all those who wish to lead a worry-free, financially secure life.
360° Financial Planning is a unique software-based simulation 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° 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°Financial Planning, you can prepare yourself well in time for all these goals.
Instead of investing in an ad-hoc manner, 360° Financial Planning helps you take a holistic, all-round view. Briefly, 360° Financial Planning comprises:
How do I get my FREE personalised 360° Financial Plan created? Here’s how Financial Plans are prepared:
- 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!
