The Odds Will Always Favour The Man With A Plan

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why plan?

Identify and achieve them

Stay a step ahead by identifying financial goals & creating a plan to achieve them.

 

take informed decisions

Once your goals are set, they act as markers for your financial journey.

 

be ready for emergency

Financial planning allocates funds that can be utilised in case of an emergency.

 

how do we do it?

fincart financial planning

what's the benefit?

peace of mind

Stay a step ahead by identifying financial goals & creating a plan to achieve them.

financially sorted

Once your goals are set, they act as markers for your financial journey.

money confident

Financial planning allocates funds that can be utilised in case of an emergency.

what’s your world made of?

Is it a picture perfect vacation? A chance to see your child graduate from a reputed university? A car, a house, or your child’s destination wedding? Is it you putting up your feet by the fireplace and gazing at the sun setting over a beach, or a mountain, after you have retired?

I'd like to make a plan for my

child's education

child's wedding

dream home

dream car

vacation

own study

Calculate

still having doubts?

Watch our video to answer your questions of common fear.

most googled questions

Still have question? Here are some of our most common ones

Sir Winston Churchill said, “He who fails to plan is planning to fail.” Financial Planning helps you to achieve your goals confidently. It allows you to plan for emergencies, the “What if” situation and your life’s most important goals. A well-directed & planned investment helps you achieve much more with the same amount of money.

The customized financial plan is exclusively tailor-made to your requirements and needs. A comprehensive financial plan is a roadmap that helps you achieve your financial goals confidently and enables you to take all necessary precautions to ensure that your journey to your goal has the most minor pitfalls. The plan includes the following: – 

  • Emergency Fund
  • Risk protection via Insurance Planning (Health/Life/Asset/Critical Illness Insurance)
  • Goal Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning & Saving
  • Estate Planning
On the contrary, the rich & wealthy have enough money to achieve their financial goals and aspirations. It is more important for people who wish to accomplish a lot with little money.
It’s quite simple. We have a trained team of wealth specialists who first spend time understanding your goals, your priorities, your finances and your personal situations. Upon understanding your exact situation, the team of financial planners customize a personal financial plan for you. The personal plan also has an implementation road map that picks the best-suited investments that will help you achieve your financial goals confidently and also protect you from life’s uncertainties.
No, Financial Planning is an ongoing exercise, it gets revised based on the changing life situations, lifestyles and life milestones. We do quarterly interactions to review your plan and your life situations.
We monitor your progress and conduct quarterly reviews. We make appropriate changes to ensure that you remain on track to achieve your lifetime financial goals
No, the wealth specialist speaks with each client, either over a phone or over a video call, depending on mutual time availability.
The physical model is expensive and works well for very high-value customers only. Over the years, the revenue has declined considerably. The virtual model ensures that we remain viable and, at the same time, offer ethical solutions. Two of our core values are Client Centricity and Ethicality.
We have a well-defined process for Financial Planning and Investment Planning. A structured approach enables us to seamlessly manage a large set of clients globally.
We have taken multiple steps to ensure that your data, transactions, and money are safe. The website is https:// – the “s” after http signifies “Safety”, this is given to websites that have SSL Certification. We have 128-bit encryption. The SSL certification ensures that the transaction file is transferred to the registrar in an encrypted form. We follow a two-Factor Authentication approach for login and transactions. Each transaction is concluded after you submit the OTP generated to your registered mobile number only. Further, the data is stored in the cloud database platform with multiple security levels. The safety measures are similar to that of a bank.