Frequently Asked

some quickly answers which is most common questions about myfinplanner.com

Many people have the objective of getting the highest returns on their investment. Chasing high returns without paying heed to the goals, cash flow, time-frame risk appetite, liquidity and other considerations is hollow. Here lies the significance of financial planning. Financial Planning is getting the framework and strategy regarding your fiancés right.

MyFinPlanner.com is unique in its kind. We follow socially responsible investment strategy. As the name, this portal offers you all the services you think of when you come to plan your finances. Comprehensive Financial Planning, Tax, estate, child’s future and retirement planning are the services we offer. And also offered are advisory services on our investment in stocks, mutual funds and insurance. The equity investors can go for intraday and delivery tips services too.

There are other portals available offering you similar services, especially financial planning, but the plan is totally based on software generating your asset allocation. MyfinPlanner offers you personalized plan and unbiased advice. Your detailed investments are asked to ensure that your restructuring is taken care of, if needed. Other than comprehensive financial planning, various services are there which are normally not available elsewhere.

Yes. Kindly do fill the form with all your investments in front of you. Precisely mention your goals with their values, time and personal details rightly as assessment will be based on inputs given by you. The alteration of which may result in an improper plan for you which is not what we want to deliver.

Comprehensive Financial Plan will require a maximum of five working days. Rest all services will be rendered to you in two working days.

We assure you of the confidentiality. Having Certified Financial Planners in our team, we maintain the ethics of valuing client’s information as our prior principle. For security purpose we are rendering services of Tech Process  Solutions.

Name is not a big criterion while planning your finances. The utmost importance lies with the details you are furnishing other than your name like age, income, expenses, assets & liabilities and investments.

When you opt for comprehensive financial planning, you will get a package of services along with it which includes intraday and delivery tips, two reviews in a year.

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