Financial Planning Page

A Perfect Financial Plan Can Help You Create
A Perfect Path To Reach Your Financial Goals.

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Find the perfect path to achieve your financial goals and reach your desired financial position.

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Let’s create a step-by-step plan to achieve your desired financial goals at the right time.

Steps For Financial Planning

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Getting To Know You

As investment is an extremely personal subject, we start the financial planning process by getting to know you, your needs, your goals, your existing assets and liabilities along with all other minute details that play an important factor in financial planning.
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Analysing And Identifying The Right Investment Avenues

As performing an in-depth analysis of all the possible investment avenues involves several technicalities, we ensure that we combine our experience, expertise and exclusively developed AI-driven Robo Advisor to identify the ones that have the potential to achieve your financial goals. Going beyond just financial planning our analysis also gives you effective retirement planning and tax planning recommendations that give you a 360 degrees financial solution and complete peace of mind.
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Recommending The Right Plan Of Action

As the action is the final step of every plan, we not only recommend the right investment avenues that will enable you to achieve your goals, but also assist you in investing in them. Moreover, we also go the extra mile and take care of the performance management activities like portfolio analysis and balancing in order to ensure that the plan succeeds and you achieve your financial goals.

This Is How Your Customised Financial Report Will Look Like

Helps to assume the future income, expense and returns based on the average rate of inflation and past performance.

Enables you to know your current net worth and compare it with your ideal net worth.

Based on the difference between your current financial position and your ideal financial position, Fintoo recommends various ways via which the difference can be minimized or eliminated.

Enables you to understand the potential of mapped assets to achieve your financial goals and recommends the ideal assets to achieve the goals.

Along with all the financial goals that you wish to achieve, the customised financial plan also takes care of your retirement planning.

Assumptions

Helps to assume the future income, expense and returns based on the average rate of inflation and past performance.

Net Worth Analysis

Enables you to know your current net worth and compare it with your ideal net worth.

Fintoo Recommends

Based on the difference between your current financial position and your ideal financial position, Fintoo recommends various ways via which the difference can be minimized or eliminated.

Goal Analysis

Enables you to understand the potential of mapped assets to achieve your financial goals and recommends the ideal assets to achieve the goals.

Retirement Planning

Along with all the financial goals that you wish to achieve, the customised financial plan also takes care of your retirement planning.

How Fintoo’s Customised Financial Planning Helps You To Achieve
Financial Security, Stability And Freedom.

Wish To Know How We Can Help You Manage Your Financial Planning?

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We Promise You Complete Secrecy And Security - Whether it is about your information or your investment we believe in protecting both using only the best of technology and expertise.

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Vulnerability Assessment and Penetration Testing - While being confident about our security measures, we also believe in testing them for on-ground reality.

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Cloud Infrastructure – When it’s about the security of your vital information, we believe that ‘the more the better.’ So, in addition to our privacy protection, we use AWS Cloud infrastructure to host all our operations in order to further enshield your information from any incident of information leak or loss.

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Data Security – Believing in ‘prevention is better than cure’, we have developed an exclusive role-based access control system that uses OTP i.e One Time Password and Captcha Code to prevent any unauthorised individual from accessing the information.

Wish to know more about our security measures? Take a look at our Privacy Policy or Contact Us at +919699800600 or online@fintoo.in

FAQ

How can I save Income Tax?

The income tax department has given several ways to claim exemptions and deductions under several sections like 80C, 80G, 80D etc. To know more about tax savings in detail, please refer to our blog https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Do I need to change my existing tax planning strategy?

Whether to change your existing tax planning strategy or not can only be decided after analysing your current strategy and exploring its potential to achieve your tax-saving goals. Along with our experts, you can also Re-Evaluate Your Tax Planning Strategy using the following details https://www.fintoo.in/blog/re-evaluate-your-tax-planning-strategies/

Should the youngsters prefer assisted advisory or Robo Advisory for tax planning?

It is recommended that young investors can use the Robo Advisory tool for tax planning because of the following reasons; https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

How much can Section 80C help me in tax planning?

Section 80C is one of the most common tax-saving tools and here’s everything you need to know about tax saving under section 80C https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Does tax planning mean tax avoidance or tax evasion?

No, tax planning, tax avoidance and tax evasion are completely different and here are the details https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/