Services

Proficient Financial Planners offers fee based advisory and consultancy on Personal Financial Planning.

We help individuals and families in creating a roadmap to achieve their financial goals. Today people do not have time to look into their personal finance requirements. At the same time there is so much information that comes our way that one is confused on how to go about. 

We follow the given steps to ensure that the clients needs are addressed. 
1. Establishing trust and a transparent workable relationship
2. Detailed data collection to ensure that all required information is collected
3. Helping establish financial goals and bringing out the aspirations to the fore
4. Analysing the data keeping the financial goals in mind and working out scenarios.
5. Presenting the analysis and suggestions in the form of a financial plan to address all the discussed requirements. 

Once the above process is complete then if client prefers, we also monitor and review the progress of the suggested implementation of the plan. 

We also conduct workshops on various topics related to personal finance for corporates and educational institutions or groups.