Start your Financial Planning

Dont let your next 10 yrs be like you past 10 yrs!

Schedule a free call with our team to talk about your requirements. A certified financial planner with give you a call and explain you all what you can get with our financial planning service.

Fees starts from Rs 10,000 + GST

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6 Benefits of Financial Planning

Mutual Fund Guidance

We will guide you to invest in the best mutual funds to achieve your financial goals.We will design the robust portfolio which be built from our years of experience in personal finance. Our designed portfolios have delivered great returns till now.

Financial Goals Planning

You will get all your financial goals planned well. We will find out how much exactly you need to save for each goal on per month basis and what is the best way to invest that money to achieve those goals.

Life Insurance Guidance

We will find out what is the right life insurance requirement for you family and help you to choose the best policy which will be cheapest and best for your requirement. All the calculations will be done and explained to you.

Portfolio Cleanup

We will help you to clean up any mess which exists in your portfolio. We will guide you on all the mistakes which has happened in past and what actions to take to correct them.

Health Insurance Guidance

Health Insurance is a complex product and we will make sure you get the best policy which suits your requirement and pays you the claim when need arises. Most of the people do not have adequate health insurance in India.

Action Checklist

You will get a simple action checklist, which you can follow and complete your financial planniing in the most simple way. We have a systematic process which will help you complete all actions in less than 90 days.

What is Financial Planning?

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.

You also do the clean up of all the mess you have created in last many years of your financial life.

Once you complete your financial planning, you get prepared for your future expenses and financial goals and spend your life in a more peaceful manner.

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Get your Finscore™ Report

Finscore™ is an Intelligent Financial Tool which screens your Financial Life Holistically using 15 stringent parameters indicating whether you sre currently in red Amber or Green zone.

Based on the zone you are in, FINSCORE suggests specific actions that you require to take in order to improve your financial life. In short, FINSCORE Evaluates, Aligns and later Measures your Financial Success year-on-year.

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Goal Based Planning

Are you investing randomly without any financial goals in mind? We help you to define and plan your financial goals. You will know how much you will have to invest each month to achieve those goals.

If you are new to financial goals concept, do listen to this audio below

Dedicate Financial Planner and RM

You will be working with a certified financial planner (CFP) once you register for your financial planning with Jagoinvestor.

Your Mentor will help you with all the discussions, clarifications and executing your actions, which are suggested by him/her.

Your mentor will be your one point contact who will be in touch with you and will do your periodic reviews from time to time.

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Premium Content and Guidance

We believe in educating our clients in the best possible manner. From time to time, you get access to premium videos and audio content created and curated by our team.

Best Practices of Wealth Creation

Difference between XIRR and Absolute Return

Testimonials from our Clients

I started my first SIPs in Novemnber 2011 at the age of 39. Frankly, how I wish I had started it much earlier...but better late than never.

However, my real story started when I came in contact with Jago Investor team. I contacted them first in October 2014 by searching on net.

Their financial health check up is a systematic approach to know where we stand today...After thoroughly going through all my so-called investments, they made many changes, made me stop bank FDs, old SIPs, Insurance policies & what not...and they devised a new financial plan for me.

Abhay Pagar, Ahmedabad
Abhay Pagar, Ahmedabad

It was indeed one of my biggest sigh of relief even before starting SIPs - it was when I registered myself with JagoInvester
I had been following JagoInvestor blog since 2 years and I knew I needed help.

My financial health check was an expected eye opener.

Eventually after a lot of calls and discussions when my first SIP was set up - i was further relieved. Now every month - I feel as eager to see my SIP deducted from my account, as much as I await my salary 🙂

Rachana Chokkapu, Gurgaon
Rachana Chokkapu, Gurgaon

 

Frankly, that has been the best decision of my life to work with Jagoinvestor Team.

They held my hand through the entire process, explaining each and every small detail, helping me creating goals, told me what I was doing wrong (made me sell the ULIP - that was a difficult frog to swallow ! ) and designed my investment plan.

I started out ambitiously, moving nearly 40% of my income into SIP's.

I've been doing it for a lot tole more than a year now, and it's been fabulous. In a year when the markets haven't moved much, we managed a decent growth of nearly 20 %

Niyaz Ashraf, CALICUT
Niyaz Ashraf, CALICUT

I was very apprehensive about investing in Mutual funds and the associated risks that come with them. But the Jago Investor team alleviated my fears and advised that long term investments usually cater to be profitable.

And even though my investments were not going to be that substantial, I did not see any discrimination in handling of my portfolio by the team.

Lastly I would like to say that the Jago Investor team is always available to you. I really appreciate their prompt responses in any given scenario.

Ayan Sarkar, Pune
Ayan Sarkar, Pune

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