Financial Planning is a strategy that assists an individual in planning and taking decisions to achieve his/her financial goals. There are an array of reasons why financial plans ought to be constructed. For instance, planning for higher education of children, understanding financial health of a person, building a retirement corpus and so on. Financial Planning is of absolute importance, as it helps the individual to understand his/her current financial position and systematically channelise savings in the desired direction to achieve intended objectives. This product helps the individual to obtain a complete and comprehensive financial plan.
Scope of Work
1. Receipt of customer satisfaction subsequent to Uploading the Financial Plan by the professional shall constitute completion of service.
2. Estimated time for completion of service may vary subject to logistics, request for changes from the client and scrutinising of documents in preparing the draft.
3. Working days excludes Saturdays, Sundays and Public Holidays.
4. Execution of service shall be carried out only on TIMI platform.