3rd EYE Financial Planners
Total life cycle financial solutions

Do I need Financial Planning


Services Methodology

 

3rd EYE Financial Planners offers:

1.
Financial Planning Services.

  • Making your financial plan. (which Includes Risk Management, Investment Planning, Retirement Planning, Tax Planning, Budgeting & Cash flow Planning, Debt Management, & Goal Funding and more)
  • Reviewing your Financial Plan.
  • Rebalancing your existing Investment portfolio.
  • Reviewing your ongoing Investment portfolio.

2. Execution & Implementation of Suggested plan.

  • Identification of the best suitable instrument from the wide range of options available in the market.
  • Procuring (Documentation & processing) the suggested & accepted instruments..

3. Portfolio Maintenance Services.

  • Periodic reporting of portfolio performance.
  • Documentation & processing assistance.

4. Estate Planning.

  • Drafting & Registration of Will.
  • Registration of Nominations.

5. Others.

  • Tax filing assistance.
  • Loan assistance.
  • Insurance Claim settlements.
  • Effecting change in Address, Residential Status, Name, Investment Options & allied services related to Investments & Insurances.
  • Advice on Structuring the Remuneration packages.
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Methodology

  • One meet for Introduction and defining the scope of services.
  • One meet for collecting required data and information from you.
  • A couple of meets to present the prepared plan and re-present the plan if modification required in the original one.
  • One meet to implement the plan and document the proceedings agreed upon the suggestions if asked for.
  • Meet periodically to review the portfolio and plan with specific durations or  asked for based on genuine requirements.




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