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Preparing your Personal Financial Plan

As a Financial Advisor, we need detail information to Prepared your Financial Plan, We advised you to send the below mention details to us via email at

In Financial planning, first we will have to study you current as well as future financial plans also called as your financial goals to create a good financial plan. Life if Full of up & Downs, Our Plan should be financialy ready to meet even unexpected expenses too. Financial planning is more of budgeting your expenses, investing your savings in assets, to plan for your future. After age of 60, everyone has plans to Retire, at that time you shoud have enough corpus to live the rest of your life maintaining a good lifestyle. A financial plan also should be Inflation proof. A Inflation is defined as a general rise in price of goods and services over a period of time. Something that costs you Rs. 50 today, could cost you 60 next year.

Following Details Required to Prepared Financial Plan

  • Full Name
  • Full Contact Address
  • Pan card no
  • Aadhar Card no
  • Date of Birth
  • Current Yearly Income
  • Emergency Savings
  • Detail information on Your Current Savings / Investment done till now
  • Insurance Details
  • Short Term Financial Goals
  • Long Term Financial Goals

Our Financial Planning Charges Starts from 15,000 a Year & depends on the services rendered

How to choose an investment plan & How will we help you ?

A good investment plan is absolutely crucial in order for us to realize these goals. To choose an investment plan, you need to know your objectives, liquidity needs, investment horizon and your risk appetite. Once we have a clear goal, figuring out which plan you should invest in becomes very easy. We will help you to invest either in financial assets like stocks, mutual funds, bank deposits, PPF, etc. or non-financial assets like gold or real estate.

We will follow these parameters:

  • We will do adequate research and also study your risk profile.
  • We will study the various investment options that can offer high returns with low risk and suitable to your risk profile.
  • We will Review your investments periodically.
  • We will Consider tax implications on returns and your investments.

Why Financial Planning is important ?

Financial Planning is important as it helps us meet our future goals. Every individual needs to understand the need to manage his or her finances We have Five steps of Financial Planning that we can follow your to prepare and implement your financial plan.

We will Indentify your Current Financial Situation

To start saving toward your goals, you’ll need some money left over at the end of every month after you’ve covered all of your house hold expenses.

Determining Financial Goals

Your Financial goals have to be specific, measurable, motivated, realistic, resource-based, and time-bound which can be monitored from time to time. In this we will have Set your Financial Goals, Short-term goals, Medium-term goals & Long-term goals. Also set up a Set up a backup fund in case of an emergency.

Look at the different investment options & Insurance

Investing can be done in equity stocks / Mutual funds, bonds, corporate fixed deposit, PPF, NPS. Apart from Investment, we also need Insurance. Insurance is an safety option than an option to invest. We buy insurance to protect ourselves from unforeseen events like death, accidents, theft of valuables etc. Some of the common insurance plans are: 1) Unit Linked Insurance Plans, 2) Term / Term with Return of Premium Plans, 3) Personal Accident / Health Insurance

Create and implement a customized plan for you

We will study the financial planning data, financial planning statements that are sent by you to us. We will do adequate research and also study your risk profile. We will also study your goals and objectives. The next step in the financial planning process is create and implementing the financial plans that we will recommend. We may recommend you to Exit from any current investment (if required), We may recommend Methods of Investing – Systematic/Lump sum, We can prepare Timelines of Investments, We may also recommend some Tax Planning So that to Make sure your investments are tax-efficient. Our financial planning action plan should include all of the tasks you need to accomplish to improve your financial situation to achive your Financial goals.

Re-evaluate and revise your plan

Financial planning is an ongoing dynamic process that does not end at any time. You need to assess your financial decisions regularly. Changing personal, social, and economic factors may require more frequent assessments. When life events affect your financial needs, this financial planning process will help you adapt to those changes. Regularly reviewing this decision-making process will help you make priority adjustments to align your financial goals and activities with your current life situation.


  • A1 Intraday Tips don’t disturb our clients by phone calling & and also do not force them to to take our paid services.

    If you want more information from us, please feel free to call from us please Click here to contact us.
  • A1 Intraday Tips is the Sebi registered Investment Adviser our Sebi Reg. No. INA00007410
  • Do not get carried away by guaranteed or assured returns. There are no guaranteed returns in the securities market - NSE Inspection Dept.
  • Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
  • Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Investment Options for different age groups and the corresponding needs, risk profile and asset allocation pattern

Sr. No
Risk Appetite
Risk Profile
Our Recommended
Exposure to Assets
Between 20's-30's
Invest in Learning / Human Capital
Start Investing more by in Stocks and Mutual funds
Very High
Very Agressive
70% in Equity, 15% in Debt, 15% Cash
Between 30's-40's
Focus on Financial Goals like
Buying a House, Getting Married etc.
60% in Equity, 25% in Debt, 15% Cash
Between 40's-50's
Focus on Financial Goals like
Children Education, Buying an Car, Vacations, Mediclaim.
Moderately Agressive
50% in Equity, 45% in Debt, 20% Cash
Between 50's-60's
Pre-retirement Stage
20% in Equity, 35% in Debt, 45% Cash
Between 60's and above
Retirement Stage
Very Low
20% in Debt, 80% Cash

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