IndianMoney - Review Your Financial Plans with Indian Money

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www.indianmoney.com
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Review Your Financial Plans With Indian Money

• Want to know more on financial planning? We at
  IndianMoney.com will make it easy for you.
• Just give us a missed call on 022 6181 6111 to
  explore our unique Free Advisory
  Service. IndianMoney.com is not a seller of any
  financial products.
• We only provide FREE financial advice/education
  to ensure that you are not misguided while buying
  any kind of financial products.

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What to consider in financial review?

• IndianMoney.com advises you to update financial
  advisor on life changes Your financial advisor
  must know your important milestones to make the
  right financial decision.
• If you are newly married, this calls for a
  financial plan review. Your financial advisor
  will draw up a new plan or reform the current
  financial plan.

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• IndianMoney.com advises you to check your
  investments Check if investments are giving
  returns in line with the financial plan.
• If investments are not performing up to standard,
  then decide where to allocate the money. Asset
  allocation is very important in a financial plan

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• Is your retirement on track Healthy ROI (Return
  on Investment) and more allocation of money
  towards retirement helps retire early.
• Do financial review to check if investments are
  on track to achieve early retirement.

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• Interact with financial advisor Your financial
  advisor knows a lot of people (has handled a lot
  of clients) with similar financial goals or who
  have been in similar situations.
• He is in a unique situation to help with
  financial and life goals.

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• A financial plan is all about getting to know
  you, discovering all your options, discussing
  your financial plan and taking corrective action
  when necessary.
• Do understand that just as financial goals
  change, life situations and life itself changes,
  so must your financial plan. There is no perfect
  financial plan for all situations.
• A financial plan aims to achieve perfection by
  being flexible and incorporating lifes changes
  and important milestones to get you to the
  financial destination. 
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