Nowadays, several private equity firms in India are providing these services to the clients, who find such effective financial solutions under one roof. Due to the asset tracking solutions, bad investments can be avoided and precious monies can be saved from being wasted.
These are the factors that have made people with means feel the need for a well organized personal finance planning industry in India. Even, wealth management firms, like Client Associates, are engaged in similar activities and greatly assist in safeguarding the finances of their clients.
The output of the financial planning process is a personal financial plan that tells you how to use your money to achieve your goals, keeping in mind inflation, real returns, and taxes.
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