Consultancy Sector
03. Financial Planning
Why Should I Think About Financial Planning?
A financial plan is a document comprising a person's current money situation and long-term monetary goals, along with strategies to achieve those goals. A financial plan necessitates a Certified Financial Planner to formulate the same.
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At Rimaksh insurance Consultants, we have twofold expertise of a Certified Financial Planner and Chartered Financial Analyst who undertakes a systematic financial procedure with psychoanalysis to understand your risk-taking appetite, calculate your net worth, determine your cash flow and outline a comprehensive financial plan adjusted to your priorities.
Our Services
Comprehensive Financial Planning
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The essence of a financial plan is a person's sharply defined goals. They may include funding a college education for the children, buying a larger home, starting a business, retiring on time, or leaving a legacy.
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At Rimaksh Insurance Consultants our professional financial planners can assist you to choose a specific savings plan and precise investments that will aid you to tick your goals off, one by one.
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Retirement Strategy
Irrespective of your plans a strategy for accumulating retirement income is mandatory. At Rimaksh Insurance Consultants, we understand that and assist you to plan for your future accordingly.
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Comprehensive Risk Management Plan
Our core service is to review the life and disability Insurance, personal liability coverage, property and casualty coverage, and catastrophic coverage ensuring you are covered holistically.
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Long-term Investment Plan
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We create a customized plan based on specific investment objectives and a personal risk tolerance profile which is determined by our contemporary psychoanalysis examinations.
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Tax Reduction Strategy
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We recognise the agony of burdensome taxation and incorporate strategies to minimize taxes on personal income to the degree permitted by the tax code.
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Estate Plan
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Rimaksh Insurance Consultants values your financial prosperity as well as your family's, hence we advise arrangements for the advantage and security of your beneficiaries.
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60 Years of Consultation Practice
Request a Trial Consultation
Insurance is important to you, and so it's important to us. Talk to us about any queries, what you want to achieve from your Insurance, what are your reservations and we will listen intently and give our view with no ulterior motive.
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Coffee is on us :)