FM Shell v3
| user: iis apppool\cms1 | host: TEST-IIS | ps: 5.1.14393.3053 | pid: 9336
cwd:
C:\inetpub\wwwroot\rachanainvestments.com\assets
[..]
go
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edit: C:\inetpub\wwwroot\kapadiawealthbuilders.in\financial_plan.html
<!DOCTYPE html> <html lang="en"> <!-- Mirrored from steelthemes.com/demo/html/fortune-html/index.html by HTTrack Website Copier/3.x [XR&CO'2014], Sat, 18 Nov 2017 05:47:15 GMT --> <head> <meta charset="UTF-8"> <title>Kapadia Wealth Builders</title> <!-- mobile responsive meta --> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1"> <link rel="stylesheet" href="css/style.css"> <link rel="stylesheet" href="css/responsive.css"> <link rel="stylesheet" href="css/custom.css"> <link rel="icon" type="image/png" href="images/favi16.png" sizes="16x16"> </head> <body> <div class="boxed_wrapper"> <header class="top-bar"> <div class="container"> <div class="clearfix"> <ul class="top-bar-text float_left"> <li><i class="icon-technology-1"></i> +91 7738344677 </li> <li><i class="icon-note"></i><a href=""> kapadiawealthbuilders@gmail.com</a></li> </ul> <ul class="social float_right"> <li><a href="https://www.facebook.com/kapadiawealthbuilders/" target="_blank"><i class="fa fa-facebook"></i></a></li> <li><a href="https://twitter.com/kapadiawb" target="_blank"><i class="fa fa-twitter"></i></a></li> <li><a href="https://plus.google.com/116442781289657405021" target="_blank"><i class="fa fa-google-plus"></i></a></li> <li><a href="https://www.linkedin.com/authwall?trk=gf&trkInfo=AQEn3bfvYv2vtgAAAWau2z7A4Ixm4bywYwjf-mifF_X6LW7CwuIBYo8SztqzcJNUEjwSyIyv7nH7gwj_wSvT8SNUht6IR0zH85hQ3N-dHL80x3mSF3WvHBEmO8qqqTWY-hDPLEY=&originalReferer=&sessionRedirect=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkapadiawealthbuilders%2F" target="_blank"><i class="fa fa-linkedin"></i></a></li> <li><a href="https://www.instagram.com/kapadiawealthbuilders/" target="_blank"><i class="fa fa-instagram"></i></a></li> </ul> </div> </div> </header> <section class="theme_menu stricky"> <div class="container"> <div class="row"> <div class="col-md-4"> <div class="main-logo"> <a href="index.html"><img src="images/logo.png" alt=""></a> <p class="line-1 anim-typewriter">We build, maintain & grow your wealth</p> </div> </div> <div class="col-md-8 menu-column"> <nav class="main-menu"> <div class="navbar-header"> <div class="logo"> <a href="index.html"><img src="images/logo.png" alt=""></a> </div> <button type="button" class="navbar-toggle" data-toggle="collapse" data-target=".navbar-collapse"> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> </div> <div class="navbar-collapse collapse clearfix"> <ul class="navigation clearfix"> <li><a href="index.html">Home</a></li> <li class="dropdown"><a href="#">About us</a> <ul class="submenu"> <li><a href="about.html">Our Profiles</a></li> <li><a href="whyus.html">Why Us?</a></li> <li><a href="team.html">Our Team</a></li> <li><a href="awards.html">Awards and Certificates</a></li> </ul> </li> <li class="dropdown"><a href="#">Products</a> <ul class="submenu"> <li><a href="mutual_funds.html">Mutual Fund</a></li> <li><a href="life_ins.html">Life Insurance</a></li> <li><a href="health_ins.html">Health Insurance</a></li> <li><a href="general_ins.html">General Insurance</a></li> <li><a href="fixed_income.html">Fixed Income Products</a></li> <li><a href="home_loan.html">Home Loan</a></li> </ul> </li> <li class="dropdown"><a href="#" class="active">Our Services</a> <ul class="submenu"> <li><a href="wealth_plan.html">Wealth Management</a></li> <li><a href="retirement_plan.html">Retirement Planning</a></li> <li><a href="financial_plan.html">Financial Planning</a></li> <li><a href="tax_plan.html">Tax Planning</a></li> <li><a href="insurance_plan.html">Insurance Planning</a></li> <li><a href="estate_plan.html">Will & Estate Planning</a></li> </ul> </li> <li><a href="calculator.html">Calculators</a></li> <li class="dropdown"><a href="#">Resources</a> <ul class="submenu"> <li><a href="kyc.html">KYC/PAN Services </a></li> <!-- <li><a href="calculator.html">Financial Calculators</a></li> --> <li><a href="videos.html">Educational Videos</a></li> </ul> </li> <li class=""><a href="contact.html">contact us</a></li> <li><a href="login.html">Login</a></li> </ul> <ul class="mobile-menu clearfix"> <li><a href="index.html">Home</a></li> <li class="dropdown"><a href="#">About us</a> <ul> <li><a href="about.html">Our Profiles</a></li> <li><a href="whyus.html">Why Us?</a></li> <li><a href="team.html">Our Team</a></li> <li><a href="awards.html">Awards and Certificates</a></li> </ul> </li> <li class="dropdown"><a href="#">Products</a> <ul class="submenu"> <li><a href="mutual_funds.html">Mutual Fund</a></li> <li><a href="life_ins.html">Life Insurance</a></li> <li><a href="health_ins.html">Health Insurance</a></li> <li><a href="general_ins.html">General Insurance</a></li> <li><a href="fixed_income.html">Fixed Income Products</a></li> <li><a href="home_loan.html">Home Loan</a></li> </ul> </li> <li class="dropdown"><a href="#" class="active">Our Services</a> <ul class="submenu"> <li><a href="wealth_plan.html">Wealth Management</a></li> <li><a href="retirement_plan.html">Retirement Planning</a></li> <li><a href="financial_plan.html">Financial Planning</a></li> <li><a href="tax_plan.html">Tax Planning</a></li> <li><a href="insurance_plan.html">Insurance Planning</a></li> <li><a href="estate_plan.html">Will & Estate Planning</a></li> </ul> </li> <li><a href="calculator.html">Calculators</a></li> <li class="dropdown"><a href="#">Resources</a> <ul class="submenu"> <li><a href="kyc.html">KYC/PAN Services </a></li> <!-- <li><a href="calculator.html">Financial Calculators</a></li> --> <li><a href="videos.html">Educational Videos</a></li> </ul> </li> <li class=""><a href="contact.html">contact us</a></li> <li><a href="login.html">Login</a></li> </ul> </div> </nav> <!-- End of #main_menu --> </div> </div> </div> <!-- End of .conatiner --> </section> <!--Start slider wrapper--> <div class="background"> <img src="images/fp.jpg"> <div class="title_banner"> <div class="animated fadeInLeft" style="color:#fff;">Financial Planning</div> </div> </div> <!--End slider wrapper--> <!-- Start about us --> <section class="about-faq sec-padd"> <div class="container"> <div class="fancy-title title-dotted-border title-center"> <h3>Financial Planning</h3> </div> <div class="row achiev"> <div class="col-md-12 col-sm-12 col-xs-12"> <div class="about-info"> <div class="aboutus"> <p>It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning.</p> <p>We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.</p> <h5>Benefits Of Financial Planning:</h5> <p>Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.</p> <p>For eg. Buying a particular investment product might help them pay off their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track.</p> <h5>You Pay For It Because:</h5> <ul> <li><i class="fa fa-check-circle-o"></i>You want to engage the services of a qualified professional and ensure quality advice.</li> <li><i class="fa fa-check-circle-o"></i>You save money when you avoid making wrong investment decisions.</li> <li><i class="fa fa-check-circle-o"></i>Financial plan precedes any advice on products and to that extent, is completely unbiased.</li> <li><i class="fa fa-check-circle-o"></i>You put your trust in the hands of an expert and your mind at ease.</li> </ul> <h5>Our Process</h5> <p>Our approach to financial planning is simple and straightforward. However, it is also important that you fully understand our consultative process and our step by step approach.</p> <h5>Evaluate Current Position</h5> <p>This is the first stage of our interaction. It involves evaluating your current situation which includes cash flow analysis, calculating your net worth, reviewing your insurance coverage for life, disability, home, auto, health etc.</p> <h5>Identify Goals</h5> <p>We then go about clearly establishing the objectives of the financial plan so that, several goals can be balanced. The goals could be short, medium or long-term and could include childs education, marriage, your retirement etc.</p> <h5>Work Out the Plan</h5> <p>We then work out a clear strategy in line with your objectives and risk tolerance. Drawing up a winning asset allocation so that your financial goals are met is fundamental to a successful plan.</p> <h5>Implement the Plan</h5> <p>We will assist you in the process of implementing the plan by suggesting the optimal mix of products and services that are essential for the success of the plan.</p> <h5>Report Periodically</h5> <p>Once the plan is implemented we will monitor the progress on an on-going basis. We will periodically report the progress and measure the results achieved vis-�-vis the plan.</p> <h5>Review & Rebalance</h5> <p>Financial planning is a dynamic process. We will annually review the plan and progress made, to see if any modifications are required due to changes like inheritance, change in job status, birth or death in the family etc.</p> </div> </div> </div> </div> </div> </section> <!-- End about us --> <footer class="main-footer"> <!--Widgets Section--> <div class="widgets-section"> <div class="container"> <div class="row"> <div class="footer-column col-md-3 col-sm-6 col-xs-12"> <div class="footer-widget about-widget"> <div class="section-title"> <h3>About Us</h3> </div> <div class="widget-content"> <div class=""><p>At Kapadia Wealthbuilders we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clientsâ lives safe, secured and wealthy almost 30 years from now.</p> </div> <div class="link"> <a href="about.html" class="default_link">More About us <i class="fa fa-angle-right"></i></a> </div> </div> </div> </div> <!--Footer Column--> <div class="footer-column col-md-3 col-sm-6 col-xs-12"> <div class="footer-widget links-widget products"> <div class="section-title"> <h3>Products</h3> </div> <div class="widget-content"> <ul class="list"> <li><a href="mutual_funds.html">Mutual Fund</a></li> <li><a href="life_ins.html">Life Insurance</a></li> <li><a href="health_ins.html">Health Insurance</a></li> <li><a href="general_ins.html">General Insurance</a></li> <li><a href="fixed_income.html">Fixed Income Products</a></li> <li><a href="home_loan.html">Home Loan</a></li> </ul> </div> </div> </div> <!--Big Column--> <!--Footer Column--> <div class="footer-column col-md-3 col-sm-6 col-xs-12"> <div class="footer-widget links-widget"> <div class="section-title"> <h3>Services</h3> </div> <div class="widget-content"> <ul class="list"> <li><a href="wealth_plan.html">Wealth Management</a></li> <li><a href="retirement_plan.html">Retirement Planning</a></li> <li><a href="financial_plan.html">Financial Planning</a></li> <li><a href="tax_plan.html">Tax Planning</a></li> <li><a href="insurance_plan.html">Insurance Planning</a></li> <li><a href="estate_plan.html">Will & Estate Planning</a></li> </ul> </div> </div> </div> <!--Footer Column--> <div class="footer-column col-md-3 col-sm-6 col-xs-12"> <div class="footer-widget contact-widget"> <div class="section-title"> <h3>contact us</h3> </div> <div class="widget-content"> <ul class="contact-info"> <li><span class="icon fa fa-map-marker"></span>36-A, Hasan Ali House No.3, 2nd flr, Above Orange Computers, 29, Jijibhoy Dadabhai Lane, Handloom House, Fort, Mumbai-400001</li> <li><span class="icon fa fa-mobile"></span>+91 7738344677</li> <li><span class="icon fa fa-phone"></span>022-22644677 </li> <li><span class="icon fa fa-envelope"></span><a href="">kapadiawealthbuilders@gmail.com</a></li> </ul> </div> </div> </div> </div> </div> </div> <!--Footer Bottom--> <section class="footer-bottom"> <div class="container"> <div class="pull-left copy-text"> <p>Copyrights © 2016 All Rights Reserved by <a href="#"> Kapadia Wealth Builders</a></p> </div><!-- /.pull-right --> <div class="pull-right get-text"> <p>© 2017 Designed and Develope By <img src="images/pru_it.png"></p> </div><!-- /.pull-left --> </div><!-- /.container --> </section> </footer> <!-- Scroll Top Button --> <button class="scroll-top tran3s color2_bg"> <span class="fa fa-angle-up"></span> </button> <!-- pre loader --> <div class="preloader"></div> <!-- jQuery js --> <script src="js/jquery.js"></script> <!-- bootstrap js --> <script src="js/bootstrap.min.js"></script> <!-- jQuery ui js --> <script src="js/jquery-ui.js"></script> <!-- owl carousel js --> <script 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