Sardesai Finance

Contents of Basic Financial Plan

1. Statement of Financial Objectives 1.1. Desired short-term & long-term objectives of the client. 2. Assumptions in making the financial plan 2.1. Qualitative & Quantitative assumptions made during preparation of the plan. 3. Brief Analysis and Recommendations based on risk profile of the client w.r.t 3.1. Net Worth and Liquidity Emergency fund requirements 3.2. Liabilities Suggestions w.r.t home loans / car loans 3.3. Insurance Life & General Insurance - Health 3.4. Capital & Retirement Needs Saving required to meet capital and retirement needs. 3.5. Investment Planning includes existing & recommended asset allocation. 4. Worksheets 4.1. Asset Allocation 4.2. Cashflow Statement Annual