PHILOSOPHY
If we follow this ideology being an Indian resident, our expected ROI on the investments should be around 12% pa. Consistent review & timely asset allocation, this unique combination is the key to make our money Rich!
PHILOSOPHY
If we follow this ideology being an Indian resident, our expected ROI on the investments should be around 12% pa. Consistent review & timely asset allocation, this unique combination is the key to make our money Rich!
IDEOLOGY
Real Sutra of Financial Freedom lies in…. Restructuring our Portfolio assets allocations as we complete each decade of our life journey! It will ensure we accomplish all our dreams!
IDEOLOGY
Real Sutra of Financial Freedom lies in…. Restructuring our Portfolio assets allocations as we complete each decade of our life journey! It will ensure we accomplish all our dreams!
I & I Strength
ASSET ALLOCATION
INVESTMENT QUADRANT |
AGE 25-35 | AGE 35-45 | AGE 45-55 | AGE 55-65 | AGE 55-65 |
Protection | 5% | 5% | 5% | 5% | 5% |
Safety | 5% | 20% | 25% | 25% | 30% |
Growth | 40% | 30% | 25% | 25% | 20% |
Opportunity | 40% | 30% | 25% | 20% | 15% |
Asset | 10% | 15% | 20% | 25% | 30% |
INVESTMENT
QUADRANT
PROTECTION
SAFETY
GROWTH
OPPORTUNITY
ASSET
TOTAL
AGE OF ENERGY
AGE 25-35
5%
5%
40%
40%
10%
100%
AGE OF RESPONSIBILITY
AGE 35-45
5%
20%
30%
30%
15%
100%
AGE OF LIABILITIES
AGE 45-55
5%
25%
25%
25%
20%
100%
AGE OF STABILITY
AGE 55-65
5%
25%
25%
20%
25%
100%
AGE OF FREEDOM
AGE 65-75
5%
30%
20%
15%
30%
100%
Our Process
CONCEPT
Financial Planning is an exercise that converts your goals & objectives into action plans,providing the roadmap & disciplined approach to achieve these goals. It helps to determine & quantify goals, then evaluate income & expenses to see how to allocate funds towards individual goals.
Financial Planning is about more than just good advice or investment returns; it is about providing guidance that you can trust.
CONCEPT
Financial Planning is an exercise that converts your goals & objectives into action plans,providing the roadmap & disciplined approach to achieve these goals. It helps to determine & quantify goals, then evaluate income & expenses to see how to allocate funds towards individual goals. Financial Planning is about more than just good advice or investment returns; it is about providing guidance that you can trust.
STEPS
- Understanding Family & Mind set
- Analyze the financial needs
- Quantify Family Dreams
- Review of Current Portfolio
- Identifying Gaps
- Need Based Re-alignment
- Restructuring the Plan
- Execute Plan with Discipline
- Consistent Preview & Monitoring
- Celebrate Your Financial Freedom
STEPS
- Understanding Family & Mind set
- Analyze the financial needs
- Quantify Family Dreams
- Review of Current Portfolio
- Identifying Gaps
- Need Based Re-alignment
- Restructuring the Plan
- Execute Plan with Discipline
- Consistent Preview & Monitoring
- Celebrate Your Financial Freedom
HAPPY FAMILY
PROJECT SOFTWARE
Happy Family Project is an exclusive in-house software of I & I group of companies. A device to transfer dreams into reality. Following are the features.
Networth Valuation Report
Financial Calendars
Future Calendar Report
Individual Login ID
Financial Review Report
Mindmap Creations
HAPPY FAMILY
PROJECT SOFTWARE
Happy Family Project is an exclusive in-house software of I & I group of companies. A device to transfer dreams into reality. Following are the features.
Networth Valuation Report
Financial Calendars
Future Calendar Report
Individual Login ID
Financial Review Report
Mindmap Creations
Our USP
- Integrity
- Intention
- Professional Expertise
- Ethical & Trustworthy Practice
- Innovative Solutions
- Scientific Planning
- Discipline
- Structured Advisory
- Simplified Risk Solutions
- Dedicated Client Solutions
- Integrity
- Intention
- Professional Expertise
- Ethical & Trustworthy Practice
- Innovative Solutions
- Scientific Planning
- Discipline
- Structured Advisory
- Simplified Risk Solutions
- Dedicated Client Solutions