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Plan Review

Plan Review

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- We do quarterly meeting to review your Financial Plan
- Review is essential to keep the plan updated in context of changes happened in your life that could be related to health, birth or death, separation in family, career change, change in goals and aspirations etc.
- Plan is always a plan so it needs constant and regular review to keep oneself updated with the changing environment
- During these meetings we
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AchieveFinGoal Financial Advisory

Koteshwar, Ahmedabad, Gujarat
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Product Description

  • We do quarterly meeting to review your Financial Plan
  • Review is essential to keep the plan updated in context of changes happened in your life that could be related to health, birth or death, separation in family, career change, change in goals and aspirations etc.
  • Plan is always a plan so it needs constant and regular review to keep oneself updated with the changing environment
  • During these meetings we do thorough study of your income & expenses, loans, investments etc.
  • Besides Quarterly meeting we can also communicate if there are queries or suggestions with respect to Your Financial Plan
  • During the Plan review process, you can decide upon continuing our services for the next year. If you decide to continue, you just need to sign an ‘Amended Letter of Engagement’ and this process will follow year on year basis. In this case you just need to pay the Annual Retention Fees (ARF) for our services

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Plan Review

About the Company

IndiaMART Member SinceJun 2015

AchieveFinGoal is a fee only Financial Planning advisory founded by Ankur Chakraborty and Swagata Dutta Gupta. We believe in improving your relationship with money and help you to transform your life to a better future to achieve complete financial freedom. Due to some bad decisions or ignorance towards financial know how there is a high possibility of miss-guidance in managing your financial matters and decision to invest. Investing of funds without goals is like journey without destination and direction. Would you like to drive your life without being in control? Don’t you wish to live a stress free life? We would love to extend our diligence to reshape your financial life. We believe in establishing long term enduring relationship with honesty, integrity and trust throughout our fruitful association.

  • AchieveFinGoal does not earn any commission from any Mutual Fund, Insurance, and Distributor or Agents.
  • AchieveFinGoal only charges fee for the efforts to create your financial plan and for the time invested.
  • Thus, completely eliminating any sort of conflict of interest regarding any financial products and
  • Hence, you can be assured of getting suggested the best solution tailor made for you exclusively.
  • We are your agent and not of the product manufacturers’. AchieveFinGoal is currently based out of Ahmedabad City, India.

Vision

To emerge as one of the most Trusted and Reputed Independent Financial Planning Advisory that helps to achieve our Client’s Financial Goals and aspirations by empowering them with Quality Personalized Services and also Imparting Financial Literacy to the community, besides striving to build a culture to value Integrity and Ethics.

Mission

  • To serve the client with utmost dedication and trust
  • To be proactive and remain focused
  • To help client to take Informed Financial Decisions
  • To continuously improve upon our services

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Seller Contact Details

Ankur Chakraborty

31, Swagat Bunglow-II, Koteshwar Road, Motera
Koteshwar
Ahmedabad - 363002, Gujarat, India

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