• We’ve all got responsibilities! You may need to buy a family house, get your children educated well, married grandly… the list goes on and on! And maybe after you’ve managed to achieve these basic goals, you can even begin to think about that beach house you always dreamed of! Sadly though, you can’t afford that with just your retirement fund. So, you’ve toiled hard all your life so you can live your dreams, but despite that, they may remain incomplete…

  • Want to know why? Heard of the saying, “By failing to plan, you’re planning to fail”? It’s true! Everything big in life requires planning and execution. Like financial goals.

  • Mostly when people think of Financial Planning, they think about investments. Some of them also feel it has to do with Mutual Funds and Insurance. Honestly, neither of it is true. |

  • “Financial planning is all about channelizing your financial resources (income and wealth) towards your financial goals”.

  • Financial planning is the disciplined process through which an individual can make a roadmap to meet expected and unforeseen needs in his life.

Need for Financial Planning

  • The importance of Financial Planning cannot be overstated for some reasons like inflation and changing lifestyles.

  • We should always remember that “By failing to plan, we are planning to fail”

  • Benefits of financial planning:

  • 1. A right direction and meaning to your financial decisions

  • 2. Be ensured with adequate funds

  • 3. Maintain financial stability by balancing your outflow and inflow

  • 4. Reduces uncertainties and keeps you prepared for future

  • 5. Enables you to plan your retirement and dreams in advance

  • 6. Risk management & TAX savings

Financial Planning Process

  • “Planning is bringing the future into the present so that you can do something about it now”. We at Indian Wealth Management, care for your dreams and plan ahead to see that money doesn’t obscure your aspirations.

  • Other Process:

  • 1. An initial meeting to educate you about our process and answer your queries

  • 2. Understanding your needs and objectives and data collection

  • 3. Identification of your financial concerns

  • 4. Preparation of personalized financial plan that suits your needs and concerns

  • 5. Presentation of your financial plan and answer your queries

  • 6. Implementing of agreed recommendations

  • 7. Periodic strategic review and revision of the plan


  • Having a thoughtful and strategic plan is never enough to achieve your financial goal. You have to make sure of a disciplined execution process. This requires discipline and patience as the execution of a financial plan is a lengthy process.

  • Hence, we at The Legal Bank make sure of a systematic and disciplined execution of your financial plans.

  • This execution includes the implementation, monitoring and ongoing adjustments to your plan to make sure that the plan stays on track and we can achieve our financial goals.

  • You can become our partner for excellent financial planning service. Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.


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