Financial Planning Analysis

We at 5nance help users do a comprehensive Financial Planning. It is the process of estimating the capital required and determining its composition.

It is the fine process of framing financial policies in relation to one’s goals, investment objectives, risk profile and deployment of the funds so that he can achieve his goals.

We also help users monitor their investments and provide periodic updates so that users may achieve their targeted goals.

We are here to review and advise you on various options available for the users so they can make informed decisions about their financial situations at every stage of their life.

Through our processes and policies we ensure that we meet rigorous competency standards, ethics and professional practice standards.

We also deliver integrated financial solutions that allow clients to take control of their finances and achieve their goals.

As part of our process, we understand your needs through detailed questionnaire and profile analysis. We use in-house tools to create a financial plan addressing your specific goals.

Supporting informed decision made by you, our financial planning process lays strong emphasis on your active involvement with us while identifying the most appropriate financial solutions that would suite your needs.

We offer goal planning supported by an investment and savings plan, whereby specific product solutions are suggested to users for goal achievement.

To address the varying needs of the customer we have done a thorough due diligence by a team of experienced research and product personal to select the basket of investments products that address your specific financial needs.

After creating a customized financial plan that would fit your needs and financial situation we would help you to regularly review and suggest solutions to suit your unique requirements.

We aspire to become your one-stop-shop for financial planning and investment, offering a wide bouquet of investment solutions.