Preparation can be achieved through an investment plan. Financial planning is about securing your vision of the future with a sound framework. An investment plan is your road map, a reflection of your principles, and a guideline to navigate this journey of wealth creation. An investment plan is the foundation for focused, disciplined, and purposeful financial decisions. More importantly, financial planning provides insight into the larger wealth creation picture and allows you to follow your goals instead of chasing returns.
An exercise in financial planning is worth its weight in gold for wealth creation. An investment plan will objectively analyse the quality of decisions, identify priorities, and address gaps. Over and above this, financial planning helps outline concrete action items that work towards wealth creation.
An investment plan is meant to be customized. There is no one-size fits all solution. We understand that financial planning is a deeply personal experience for every client. Consequently, our financial planning process endeavours not only to address the financial concerns but also the personal aspirations and wealth creation requirements. Our team of award-winning financial planners aim to provide a customised holistic investment plan that enables wealth creation for every client.
When it comes to wealth creation, the spotlight is often on numbers and other aspects are neglected. Financial Planning ensures that a more wholesome approach is followed. The focus of a financial plan shifts to developing financial wellbeing. Financial planning adopts a holistic view and addresses various facets. Regardless of your age or your profession, a financial plan can inculcate discipline to achieve wealth creation. As a firm, we offer comprehensive financial planning and wealth creation solutions for individuals, enterprises, and retirees. Our financial planning and investment strategy teams continuously develop wealth creation strategies that cap risk and consistently beat inflation over long periods of time.
We are proud to announce that the ithought plan won the Wise Advice Case Study Competition organized by HDFC AMC in 2019 and 2017. We have consistently ranked among India's top 4 advisors since 2016.
We have a variety of fee based financial planning services that can be customised to your needs. The pricing of each financial plan depends on the scope of work involved. Highly qualified experts work on your financial plan and an intense review process is adopted before your plan is delivered to you. The ithoughtplan provides straightforward and practical solutions that are unbiased and independent. Talk to our team to know which financial plan is suited to your needs.
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Financial Planning Process
We follow a three-tier financial planning process:
1. TIER 1-
- A designated financial Planner collates all your data and analyses various aspects of personal finance.
- A customised plan Strategy is discussed with the subject matter experts in the team
- Utmost care is taken to ensure that your individual concerns are addressed while drafting your financial plan.
2. TIER 2-
- Your financial plan is moved to a senior financial planner for the second review.
- Our team of planners ensure that the analysis worked out meets your requirements
3. TIER 3-
- The final review is done by Mr. Shyam Sekhar before your financial plan reaches you.