Financial Health Check

Dhanashree Multiplier Financial Health Check helps you understand your current financial circumstances. We take into account your age, your income, your expenses, and your assets. We also take into consideration your financial goals and important junctions of your life like – world-class education for your child, their marriage, retirement planning etc.

Your financial health comprises of learning how to live within a pre-defined budget, to multiply your money, to have a control over your excessive spending and debts, to determine your financial goals.

Considering various elements that make up your Holistic Financial Health we help you to build your investment portfolio.

WHY FINANCIAL HEALTH CHECK?

Getting a Financial Health Check done is quintessential as helps you to understand what’s your financial standing as on date. Financial Health Check gives you a clear picture of your current financial circumstances. It helps you receive an unbiased advice on investments. It also helps you to set your financial goals, and calculate how much do you need to save to achieve those goals.

BASIC FINANCIAL HEALTH CHECK

Price : Rs.15,000/-

• Analysis of Income and Expenditure
• Insights to Improve Savings & Investments
• Analysis of Existing Assets & Liabilties
• Assistance on Removing Unproductive Assets
• Life/Health Insurance Recommendation
• Mutual Fund Recommendation
• Tax Planning

Mode of Delivery : E-mail

Estimated Delivery Time : 7 days

MUTUAL FUND RECOMMENDATION

Price : Rs.20,000/-

Mutual Fund Recommendations will be based on your Risk Profile, Time Horizon, and Financial Goals.

• Monthly Allocation to Specific Mutual Funds
• Investment in Direct Plans of Mutual Funds

Mode of Delivery : E-mail

Estimated Delivery Time : 10 days

Fee Payment Frequency : Annual

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GOAL BASED INVESTMENT PLANNING

Price : Rs.25,000/-

• Risk Profiling
• Determing Your Financial Goals
• Analysis of Existing Assets & Liabilities
• Analysis of Existing Income & Expenditure
• Assistance on Removing Unproductive Assets
• Prioritization of Financial Goals
• Goal Affordability
• Goal-based Investment Advice
• Customized Asset Allocation
• Detailed Investment Plan (including mutual funds)

Consultation for 1 year

Mode of Delivery : E-mail

Estimated Delivery Time: 15 days

COMPREHENSIVE INVESTMENT PLANNING

Price : Rs.30,000/-

• Risk Profiling
• Analysis of Existing Assets & Liabilities
• Assistance on Removing Unproductive Assets
• Determing Financial Goals
• Prioritization of Financial Goals
• Goal Affordability
• Goal-based Investment Planning
• Customized Asset Allocation
• Detailed Investment Plan
• Investment in Mutual Fund Direct Plans
• Review & Recommendation on Existing Life Insurance products (ULIPs/LIC etc)
• Review & Recommendation on Existing Health & Disability Insurance
• Insurance Adequacy Assessment
• Tax Planning

Consultation for 1 year

Mode of Delivery : E-mail

Estimated Delivery Time: 1 month