Asset Value - Financial Services

Financial Planning Process

Asset Value offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.

We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.

Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.

You might like to look at our Life Stages guide, which could be helpful when considering various commitments and events during the phases of your life.

Why create goals ?

Want to better manage your finances, but aren't sure where to start ? Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with a Mr. I.V.N. Reddy experts, can secure your financial well being and give you peace of mind and help you reach financial planning success. Our easy to use goal planner will help you to do your own financial planning, but you may want to seek help from us if you need so.

How it works ?

Its simple - just think about all your future financial points where you need money to be spent at a go- like your kids education expenses, your own retirement expenses, kids marriage expenses (within the overall family and relatives ), your vacation expenses, anniversary plans and any other wealth builder plans.

Once you put all these possible expenditure points in place then put your estimated expenses (on current value basis) against each of these goals. As and when you enter your current value against your goal, our system will calculate the future value (inflation adjusted) according to the tenure.

Finally our system will produce the figure, which would be required to be saved on monthly as well as lumpsum basis, to acheive the respective goal. Once you decide upon your risk category and required monthly savings, our website will offer you the scheme category and the asset class to help you choose the right fund for you.

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Disclaimer :

www.assetvalue.in is an online website of Mr. I.V.N. Reddy who is registered vide ARN-164177 as a Mutual Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.