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Leading Service Provider of Need Of Financial Planning Services, Investment Planning Service, Retirement Planning Services, Insurance Planning, Children Future Planning and Wealth Management Service from Ahmedabad.

Need Of Financial Planning Services
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  • BENEFITS OF FINANCIAL PLANNING- All of us, in one way or other, are involved in some kind of planning related to our financial matters. Be it tax planning, cash flow planning or retirement planning. Lay men may call this financial planning, but in reality financial planning involves this and a lot more. Financial planning may be define as “the process of meeting life’s goal through proper management of finances.” Life goals can include buying a home, saving for your child’s education or planning for retirement.
  • Finally, there are contingencies like medical emergencies or unplanned expenditures that an individual might have to cope with. Sound financial planning can enable him to easily mitigate such situations, without straining his finances
  • With the passage of time and your increasing age, your needs change. Someone in their 20s will have different needs as they enter their 30s. Also, over this time period your risk profile might have also changed (age-based financial planning).
  • Someone who is married with no children will have to update their plan when their child is born. As a start, if the person did not have any insurance, he or she must buy protection because the family size has increased. Also, this would be a good time to start thinking about writing a will to identify who your beneficiaries will be (life-stage based financial planning)
  • Similarly, due to economic, political and family reasons, the context can also change. Accordingly, you need to adjust and update your financial plan to take advantage of the new conditions as well as to react to changes.

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Investment Planning Service
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  • Asset Allocation and Portfolio Construction Creation and Accumulation of Wealth through Systematic Investment Plans (SIP) Regular review of progress and Portfolio Rebalancing
  • Your success as an investor depends upon your ability to choose the right investment options. This, in turn, depends on your requirements, needs and goals. For most investors, however, the three prime criteria of evaluating any investment option are liquidity, safety and return
  • Investment Planning also helps you to decide upon the right investment strategy. Besides your individual requirement, your investment strategy would also depend upon your age, personal circumstances and your risk appetite. These aspects are typically taken care of during investment planning.
  • Investment Planning also helps you to strike a balance between risk and returns. By prudent planning, it is possible to arrive at an optimal mix of risk and returns, that suits your particular needs and requirements.
  • Essentially, Investment Planning involves identifying your financial goals throughout your life, and prioritizing them. For example, if you want to invest for funding your vacation next year, don't choose an investment vehicle that has a three-year lock-in. Similarly, if you want to invest for your daughter's marriage after 10 years, don't invest in 1yr bonds for the next 10 years. Instead, choose an option that matches your investment horizon.
  • Investment Planning is important because it helps you to derive the maximum benefit from your investments. Your success as an investor depends upon your ability to choose the right investment options. This, in turn, depends on your requirements, needs and goals. The choice of the best investment options for you will depend on your personal circumstances as well as general market conditions. For example, a good investment for a long-term retirement plan may not be a good investment for higher education expenses. In most cases, the right investment is a balance of three things: • Liquidity, • Safety and • Return. Investment Planning also helps you to decide upon the right investment strategy. Besides your individual requirement, your investment strategy would also depend upon your age, personal circumstances and your risk appetite. These aspects are typically taken care of during investment planning. Investment Planning further helps you to strike a balance between risk and returns. By prudent planning, it is possible to arrive at an optimal mix of risk and returns, which suits your particular needs and requirements.
Investment Strategies

You can make your own investment picking approach or adopt one after consulting financial experts or investment advisors. Whatever method you use, keep in mind the importance of diversification, or variety in your investment portfolio and the need for a strategy, or a plan, to guide your choices.

Investment Approaches

The options you choose to put your money in, reflect the investment strategy you are using - whether you realize it or not. Most people adopt the following approaches:-

Conservative

These investors take only limited risk by concentrating on secure, fixed-income investments etc.

Moderate

Such Investors take moderate risk by investing in mutual funds, bonds, select blue chip equity shares etc.

Aggressive

These are investors who take major risk on investments in order to have high (above-average) returns like speculative or unpredictable equity shares, etc. As a matter of fact, the investment approach of an investor is directly linked to his or her ability to shoulder risk. The ability to take risks depends largely on personal circumstances and factors like age, past experiences with investing, level of responsiblility, etc.

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Retirement Planning Services
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Retirement planning is becoming a matter of concern for a lot of people these days. Earlier, people didn’t worry about retirement primarily because of the joint family system where it was considered the earning member’s duty to serve the older generation. But of late, disintegration of the joint family system and increased life expectancy has resulted in retirement planning becoming a necessity. Retirement planning is the process of ensuring that there are sufficient financial resources to vide a desired lifestyle during the retirement years of an individual. Retirement planning is the key element of financial planning process. The purpose of retirement planning is to ensure that your golden years are indeed, golden.

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Insurance Planning
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Insurance Planning

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  • Many of us consider insurance just another investment for tax saving. Our day-to-day life is full of unpredictable risks for example loss of life, loss of income, critical illness, disability etc. Insurance planning means figuring out adequate cover against "insurable risks" and getting the maximum out of the premium you pay. Tax exemption is just another aspect of it.
  • Having the right insurance cover gives you peace of mind as it provides financial support in case of contingencies.
  • It is extremely important that every person, especially the breadwinner, covers the risks to his life, so that his family's quality of life does not undergo any drastic change in case of an unfortunate eventuality.
  • Calculating the right level of risk cover is a specialized activity, requiring considerable expertise. Proper Insurance Planning can help you look at the possibility of getting a wider coverage for the same amount of premium or the same level of coverage for the same amount of premium or the same level of coverage for a reduced premium. Hence, the need for proper insurance planning.
  • Insurance Planning takes into account the risks that surround you and then provides an adequate coverage against those risks. There is no risk not worth insuring yourself against. Be it life or non-life. And insurance should first and foremost be looked as a measure to guard against all risks.
  • Now depending upon person to person Insurance needs differ too. It depends on your age, profile, requirements, level of risks, your income etc. So insurance planning takes into account all the factors before chalking out a plan customized for you and gives you the most suitable option.

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Children Future Planning
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Children Future Planning

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  • Like every parent, you too must be overjoyed to watch your child grow. All parents want to give the best possible upbringing to their children. This includes good education and security, in case of any eventuality. Soon, your little bundle of joy will grow up, and it will be time to provide for his or her higher education and wedding.
  • The purpose of Children's Future Planning is to create a corpus for foreseeable expenditures such as those on higher education and wedding, and to provide for an adequate security cover during their growing years.
  • Children's Future Planning acquires added importance because children's education and wedding are high priority life goals, which can neither be postponed nor can there be a compromise on the amount.
  • Good education has always been the passport to a secure future. Today, career opportunities have grown manifold, and there are many professional courses that your child can aspire for. However, costs of higher education have also increased exponentially.
  • Like most parents, you might be saving regularly to ensure a safe tomorrow for your child. However, savings alone is no longer enough. For ensuring adequate funding of your child's education, you as a parent, need to do two things:

• Invest appropriate amount systematically and at regular intervals • Provide for a financial security blanket to cover any eventuality.

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Wealth Management Service
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  • The words “wealth creation strategy” or even thought of having Rs 1 crore as savings may set your blood pressure soaring!
  • Our advise is simple. Be meticulous about wealth creation and you will be able to achieve all your goals. Here’s how you get started.
  • 1st Step – Simply spell out your goals and clearly define the time period by which you might want to achieve them. 2st Step – It’s very important to know your monthly savings. Be realistic in setting your savings goal for you need not live a life of deprivation even as you secure your future.
  • 3st Step – Start young, educate yourself and be aware of the ways of reaching your goals. 4st Step – To set out a plan for systematically savings and investing. 5th Step – The fifth and most important step is to review these goals, and the step you are taking every quarter.

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Risk Monitoring Services
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Risk Monitoring Services

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Risk monitoring is the last major element of risk management - but certainly not the least important! Risk management is a process of organizing and planning - just as important as strategic, financial, marketing and human resources planning. Like any good planning, the process should be continual or on-going. Once your basic risk management plan is in place, monitoring risk means to review it and update it continuously. Identify new risks as soon as possible Decide where and how to handle that risk
Look for other risks that might be reduced or eliminated and no longer need coverage
Check operating volumes - they change so that coverage levels need to change.

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Risk Management Services
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Risk Management Services

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  • Risk Management - is the practice of creating economic value by using financial instruments to manage exposure to risk Risk is when there's an uncertainty about whether an event will or will not occur. Thus, risk management is the process of identifying exposures to risk, choosing the best method for handling each exposure and implementing it.
  • Process Risk Identification -Risk in investment exists because of the inability to make perfect or accurate forecasts. Risk in investment is defined as the variability that is likely to occur in future cash flows from an investment. The greater variability of these cash flows indicates greater risk. Variance or standard deviation measures the deviation about expected cash flows of each of the possible cash flows and is known as the absolute measure of risk; while co-efficient of variation is a relative measure of risk.
  • For carrying out risk analysis, following methods are used- Payback [How long will it take to recover the investment]
  • Certainty equivalent [The amount that will certainly come to you]
  • Risk adjusted discount rate [Present value i.e. PV of future inflows with discount rate

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Insurance Claim Handling Support Service
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Insurance Claim Handling & Support Service - Claims handling service is the basis on which an insurance company is ultimately judged by clients and the key issue affecting the reputation of the insurer. Claims management means and includes all the managerial decisions and processes concerning the settlement and payment of claims in accordance with the terms of insurance contract. It includes carrying out the entire claims process with a particular emphasis on monitoring and lowering the claims costs. The important elements of claims management are claims preparation, claims philosophy, claims processing and claims settlement.

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Corporate Training, Grooming and Image Developing Services
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  • Corporate Training - In the contemporary world corporate training has become indispensable. Corporate Training is treated as a mandatory agenda for any corporate thereby, it is no more confined to large business houses nor is it treated as a mere dose of motivation and change. In present times, corporate training is seen as an essential catalyst that not only enables the corporate to understand the psychology of their employees but also brings about changes in their behavior and attitude.
  • Corporate Training is all about effectively honing skills of the employees and helps them nurture it. That is where we, IPSSR Pvt Ltd come into play. One of the most important aspects of corporate training is soft skill training, which has caught up with in the last 10 years. It costs 5 times more for any organization to get a new customer. Organizations today realize this and are eying for customer retention. Soft Skills training helps employees to make a formidable relationship with the clients thereby retaining them for a long time. The importance of Soft Skills Training is also perceived through a widely known fact that a dis-satisfied customer carries a bad word of mouth. Therefore, soft skill training has become obligatory for Corporate Training, which no organization can equivocate.
  • The basis of any organization is Team Building. Promoters come and go but any organizations life is totally dependent on its teamwork. Team building ensures not only smooth functioning of any organization, but it also takes a step forward and strengthens the relationship with the clients. An organization can perform well if the people involved understand the essence of Team Building and are ready to do away with their individualistic approach. Teams are not built in a day but they are continually formed on the basis of leadership and sensitivity towards the co-workers and clients. We at IPSSR provide inbound and outbound experiential Team Building workshop, which leaves most people awestruck, and they are more connected to their own selves and thereby to the team.
  • We, at wise advisory, believe that quality leads to success. It is our commitment to quality that has made us the No. 1 vocational training institute. Today, we are a trusted name when it comes to shaping the future of students. Be it ITeS, Banking, Govt., BPO, or any other sector, we are the most preferred institute for training.
  • Today, we are the one stop solution for every career development needs. Whether it is soft skills development, corporate training, preparation for competitive exams, vocational training for fresher, or academic degrees and management programs, we have the best solution for everyone.
  • Our vocational training courses are industry-oriented and skill based. That is why we are the most preferred vocational training institute for the top MNCs. Each of our vocational training centres has state of the art facilities and best trainers from the industry. Our unique job training programs include features like audio visual aids, on job training, etc. No wonder why our students always stay ahead of the curve.

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