Financial Architects for our Clients!
Services
Why Choose Us
Every monument or towering structure or work of art starts off as a blueprint. The dictionary defines blueprint as "a photographic plan or a description of how to make, build or achieve something".
In line with the definition, we @ FinBluePrint are here to create a blueprint to be able to first define and then devise a strategy to be able to meet your financial goals and aspirations. The idea is to draw up a road map for you that will last your entire life time, not just the present or the next few years. This blueprint will form the basis of all mutual discussions and decisions between us on all matters related to personal finance.
While financial goals fall more or less into standardized buckets, each person has unique circumstances, history and biases which shape his / her short-term and long-term financial thought process and decision-making. At FinBluePrint, we recognize this and also that some of these beliefs may be deep-rooted in nature. As experts in this field, our plan will be to hand-hold you through best practices and apply sound judgement to achieve optimal benefits for you and your family while keeping these considerations in mind.
Here are three key reasons that make us stand out from others:
The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. There are only 2000 CFP's in India translating to 1 advisor for every 6.5 lakh people, a woefully inadequate number and extremely low compared to global standards.
CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards. In other words, CERTIFIED FINANCIAL PLANNER is the Global Symbol of Excellence in Financial Planning. Anything less than this is a compromise on the quality of service.
Vis-a-vis our competition, we offer the lowest charges for financial plan preparation with our services being at least 30%-50% cheaper than the average. It is your hard-earned money after all and clearly a penny saved is a penny earned. You get assured quality at the cheapest service charges available.
Smart people recognize a great deal when they see one - here's your chance to make the most of it!
Let's face it - life is dynamic! There are various twists and turns, most of the times when we least expect it. The best laid plans can go awry if circumstances don't turn out in our favor - visualize an unexpected medical emergency, a sudden job loss due to downsizing, an unforeseen business loss due to unexpected market conditions and so on. On the other hand, you could well have unexpected windfalls too - a larger bonus than expected, a fat increment post a job switch, an investment doubling in value in a short span of time and so on.
These events have a PROFOUND effect on your overall plans. What you need is a dynamic model that allows you to simulate these "what-if" scenarios easily and gauge the impact on your net worth, expected returns, cashflows, asset allocation, etc. It takes both effort and time to have to ping your financial advisor for every such scenario you'd like to check upon making it fairly impractical.
Fortunately, @ Fin BluePrint, we will provide you with an easy "do-it-yourself" solution that will allow you to be able to handle all these scenarios at your own fingertips. This feature comes bundled with our offering which means you get additional value for the same amount you pay.
Data Collection & Analysis
Data gathering, analysis and preparation of financial plans and alignment with your imminent, medium and long-term goals
Advisory Services
Independent advisory services in all matters related to personal finance such as tax optimization, investments, risk management and retirement
Reviews
Service execution and delivery including periodic reviews
Optimal Asset Allocation
Optimal asset allocation and rebalancing based upon your age and risk tolerance
Miscellaneous Activities
Miscellaneous activities related to the execution of the financial plan such as online account opening, KYC processing for direct plans of Mut Funds, etc.