Financial Planning

Financial Planning

We all have some dreams at different stages of life. It can be buying a car, a dream house, children higher education, travelling to abroad or dream wedding. All such events carries emotions but with a monetary value. From parlance to personal finance, all these dreams come along with financial goals. To achieve such financial goals, we need planning. Here we come with Financial Planning.

A Goal Without A Plan Is Just A Wish!

Definition of Financial Planning:

Financial Planning is the process of framing financial policies in relation to investment, procurement as well as administration of funds.

For effective & adequate investment policies, we need Financial Management.
To define & prioritize financial goals.
To analyze where we stand in current time with respect to financial situation
Financial Planning gives a clear road map to achieve financial goals.

Why we need it?
“Every Somebody Needs A Plan”

To maintain financial stability, we need reasonable balance between inflow & outflow of funds. Financial Planning gives direction & meaning to your financial decisions. By planning it, a person understands how his financial decision affects his areas of Finances in regards to short term & long term life goals.
Financial Growth ensures capital structure and capital structure.
It helps in growth & expansion programs that helps in long-run survival.
It reduces the chances of uncertainties that creates obstacles to the growth.
It ensures stability & profitability for an individual financial state.

Importance of Financial Planning:
“Know What You Own & Know Why You Own !”

Financial planning gathers relevant financial information sets life goals along with examining your current financial status and come up to draw a investment strategy or plan to meet future goals.

Financial Planner-

To issue Financial Planning process effectively, there is need of expertise in areas of financial Planner who draw out best plan to take care of your needs including budgeting and saving, taxes, investments, insurance and retirement planning.

How Dhansathi is Your True Financial Planner

From Financial Stress To Financial Planning
1.We identify, prioritize & quantify your financial goals to meet your future aspirations.
2.We plan for financial Emergencies so that our customers stay financial prepared to face problems like loss of job, accidents, burglary etc.
3.We imply superior strategies for better investments so that you can have more savings.
4.With modern Finance & Technology, we review results of Financial Planning in every six months
5.We have one platform & custom portfolio to build & manage all your Financial decisions.

“Financial Planning is all about Guidance You can Trust Upon”

Contact Us


27 ground floor Punjabi Maholla,
Zamrudpur Near Kailash Colony Metro station,
New Delhi - 110048


++91 9810031651, +91-9311243101