What is Financial Planning?
Financial planning is a step-by-step approach to meet one’s life goals.
A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
At Universal Times Magazine, we are strictly against a “one solution to all” philosophy & we believe that each clients needs are specific to him /her
It involves understanding a Clients Financial Needs in a 360 degree manner, from each angle , understanding their Goals, Risk Profile, Investment needs , financial issues that they have had in past & then sitting with the client & doing a complete hand holding with clients.
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