THE JOURNEY OF CFS ..
Core financial services started in the year 2015 with the vision of providing a one stop financial solution to the client at one place. The vision of the company is to be amongst the” leader in financial consulting business” with emphasis on financial planning we want to become a solution oriented company.
Every one of us who is working want to earn well and give a comfortable life to our family and that is the reason we plan to save. Savings for retirement, saving for your children future for their marriage, saving for holidays, wealth creation and many other goals but few of us knows that what is the exact amount of investment one need to do may be monthly or yearly to achieve all these financial goals and lead a stress-free life.
To achieve these goals, we search for investment option available in the market but what to pick out of so many options is very tricky. It has been seen that people follow herd mentality and in most of such cases the outcome of such investment is not good and we regret at later point of time.
We decided to address the same by following the complete process of financial planning.
- Performing the psychometric test to understand your risk appetite.
- Understanding your needs and goals.
- Reviewing your existing investments.
- Providing with customized recommendation
- Monitoring and reviewing the portfolio on regular intervals.
Not just this our team has an expertise in the subjects of taxation and project finance as they are Ex bankers and Chartered Accountant thus making sure we even take care of your smallest financial decision.
Our dedicated team of experienced Chartered Accountants, MBAs and Certified Financial Planners (CFPs) meticulously partner with you at every step of your financial journey and help you plan for the life you desire, taking you through our client centric approach of FINANCIAL PLANNING, which makes us way different from others.
Our approach is simple.
“Whatever you dream, we will put on paper and see how we can help you achieve your dreams.”
We start with listening.
- We Listen- to your financial queries, goals and priorities which clarifies your current and future financial scenario.
- We Analyze- all the factors uncovered to gain a deeper understanding of your finances and ensure you set your priorities right.
- We Design- personalised financial plan- roadmap to financial freedom, which helps you seeing the bigger picture.
- We Implement- well-researched and articulated investment strategy, which can convert the on-paper plan into reality. We rely on research and not on emotions.
- We Monitor- your portfolio at regular intervals to ensure that you remain on track and try to improve it based on the changes in the economy, markets, and a variety of other external as well as personal factors such as- changes in family, job, goals etc.
- We Answer- all your “what-ifs”. For instance,
- What if taxation law changes?
- What if I lose a portion of my income?
- What if me or my family, start facing health issues?
- What happens to my plan if we see hyper inflation?
and every other query which comes to your mind to make sure that you gain greater confidence, feel empowered and make more-informed decisions.
We provide Money Management in India for Financial Support and solve financial problem all over India.