Piyali Foundation
Call Us on +91 98260 - 45003 | Mail: icimfdllp@gmail.com
What we offer

The financial planning service that aims to look after your long term financial well being. Includes life & health insurance analysis, asset allocation analysis net worth calculation and planning for your financial goals like retirement, kids education, kids marriage, etc. It includes specific investment advice where to invest how much every month to achieve your goals. Details of what you get when you avail Financial Planning service is mentioned below:

  • Comprehensive Financial Planning

    Financial Planning would have a road map for achieving all you financial goals adequately, and suggestions for the type of investments required. The plan would also contain recommendations for mutual fund schemes to invest in - it would contain actual names of the recommended MF schemes.

  • Retiring Credit Card Debt

    Financial Planning would have a strategy to reduce and retire any debt you would have accumulated on your credit card(s).

  • Life Insurance Analysis

    Financial Planning will contain an analysis of your life insurance needs and suggestions for adding and / or altering insurance plans, if necessary.

  • Retirement Planning

    A retirement without financial hardships is a goal for all of us and no financial plan is complete without planning for it. Planning for your retirement is included in Financial Planning.

  • Asset Allocation Analysis

    Financial Planning would calculate allocation of your asset among different classes of instruments. It would analyze it based on your age, risk profile and your goals, and would recommend changes if necessary.

  • Cash Flow Analysis

    Financial Planning would analyze your income and your expenditure, and evaluate your cash flows.

  • Net Worth Calculation

    Based on your investments, your assets, your loans, and other details that you provide, Financial Planning would calculate your net worth.

  • Emergency Fund

    Financial Planning would evaluate the amount necessary for you as an emergency fund, and would suggest ways to build it.

  • Health Insurance

    Financial Planning will contain an analysis of your health insurance needs and suggestions for adding and / or altering insurance plans, if necessary.