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Financial Planning
FPI Padmakshi Financial Planning & Wealth Management Private Limited offers world class Client driven financial planning and wealth management consultancy at your door step. This includes Holistic balance sheet management and comprehensive financial planning services with innovative onshore and offshore solutions. This completes our offering as a one-stop shop for Financial Products and Services.
FINANCIAL PLANNING SERVICES
FPIP Focuses on Providing Financial Planning and Wealth Management Service to our clients through Certified Financial Planners and Associate Financial Planners going through continuous Internal and External Training Programs for Individual Development. We have a strong Research Team engaged in Qualitative and Quantitative Research. We analyze your risk profile and return expectations to create a suitable asset allocation and recommend unbiased financial products
BENEFITS OF FINANCIAL PLANNING
  Helps determine your financial goals.
  Projects the future value of your current goals.
  Helps Budgetyour expenses and build cash flows.
  Projects the savings required to build a corpus to realise your goals.
  Recommends financial products as per appropriate asset allocation.
FPI-Padmakshi provides an excellent platform for financial planning that helps you realize your financial needs, goals and objectives in totality or specific financial requirements. Plans for Specific Financial Requirements would include Investment Planning, Insurance Planning, Retirement Planning, Tax Planning and Estate Planning.
HOW THIS HELPS YOU
  Save for major expenses like funding a child's education, buying a house or car, or saving for special
    occasions like weddings, etc.
  Helps you Plan for your retirement and the amount you need to save to meet your retirement goals.
  Assess your risk tolerance and develop an asset allocation strategy.
  Plan to reduce your taxes, project the effect of income taxes, and develop a tax deferred strategy.
  Protects you and your family against financial crisis in unforeseen circumstances.
  Plan your estate to ensure your assets are distributed the way you desire.
Finally, a financial plan can give you a clear picture of where you are, a strategy about where you are going, and peace of mind about your future. It's never too early to start.
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