Financial Planning by Jagoinvestor
Financial Planning is a process of defining your financial goals, finding out how much you need to invest and accumulate to reach those goals and finding the suitable financal products to invest in.
What you get with Financial Planning?
- Datasheet discussion
- Establishing and discussing about your financial goals
- Creating your financial planning report
- Discussion of your financial plan and solving your doubts
- Action Checklist and what exactly your need to do
- Support in taking your life and health insurance
- Setup of your SIP and documentation process if any
- Access to our Mobile Apps and FREE portfolio software
- 365 days support
- FREE Transaction platform (for mutual funds)
Special Fees of only Rs 6,999 + GST