What is Financial Planning?

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your future goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.

What Financial Planning Does

Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Contingency of availability






Investments are tied to Goals


Inflation Impact


Financial Viability


b1Achieving your Financial Goals


Cash flow management


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Why People Often Fails to Make Financial Planning A Priority? We have an integrated smart investment approach to Wealth Planning. Our services are supported by a team of experts to help you reach your goals and find new

Busy Schedule

Your busy schedule is pushing your financial planning on back foot.

Lack of Knowledge

Wondering What is financial planning, How to do it & Where to invest?

Fear of Losing Money

Common reason is whether the invested money will yield returns or will it go in negative.

Why you need a Financial Advisor?A financial advisor can help you manage your money, invest for the future and take care of your family.

Like A Mentor

Like a mentor, a financial advisor offers proficient guidance in view of your necessities.

Like A Parent

Like a parent, a financial advisor urges you to begin planning in a well planned manner.

Like A Tutor

Like a tutor, a financial advisor assists you with putting forth quantifiable objectives.

Like An Educator

Like an educator, a financial advisor assists you with grasping different monetary instruments.

Like A Draftsman

Like a draftsman, a financial advisor will draw up a financial planning which is for all intents and purpose feasible.

Like A Dietician

Like a dietician, financial advisor prescribes a plan yet enables you to assume responsibility for your monetary wellbeing.

Plan Your Goals With Us Click to know how

Why Choose Core Financial Services For Your Personal Financial Planning?

01. Legacy of Trust

With this, CFS has completed 8 year of its journey paving way for clients to fulfil their dreams. Our commitment to reliability, honesty, and ethical business practices is at the…
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02. Research Insights

Get daily, monthly, and weekly accumulated comprehensive analysis of changing market scenarios. Draw on reports covering multiple aspects of industry growth, trends,…
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03. Portfolio Review

When you invest, you analyze several factors, including your financial position, age, investment objective, risk profile, investment horizon, financial goals, etc., before…
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04. Bouquet of Financial Products

We offer a wide spectrum of well-researched various financial products under one roof. This simplifies the process of managing finances as clients do not need to deal with multiple… Read more

05. Reliable Relationship Team

Our experienced Wealth Managers and Investment Product Specialists equipped with research-driven market insights are always at your service. Grow your money with…
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06. Customized Convenience

We are all about ensuring convenience for you. With a single point of contact for multiple financial products, you’ll experience the utmost ease while transacting with us.

07. Superior Digital Platform

Our best-in-class digital platform is designed to deliver seamless and effortless experiences. It comprises numerous features, including portfolio view, analysis, and…
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08. End-to-End Transaction Journey

With us, you can invest in select mutual fund schemes to park funds in stocks, bonds, and other securities. Choose from multiple professionally managed schemes aligning…
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09. Customized Client Portal

With CFS, you will have a personalized portal where you can access your portfolio anywhere at your convenience. Our easy-to-use and intuitive interface, …
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Our Financial Planning Process

Understanding Goals

Listening focusing on your concerns, goals, desires, and dreams.


Analyzing information and developing alternatives to consider.


Planning with clients for transparency & sound decisions.


Implementing the financial investment plan.


Monitoring to ensure that clients stay on track.

Timely Review

Monthly portfolio review and changes if required.

Client TestimonialsWhat is it like to work with Core Financial Services

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