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<!DOCTYPE html> <html> <!-- Mirrored from creative-wp.com/demos/fekra/index-finance.html by HTTrack Website Copier/3.x [XR&CO'2014], Wed, 24 Jan 2018 11:41:17 GMT --> <head> <!-- set the encoding of your site --> <meta charset="utf-8"> <!-- set the viewport width and initial-scale on mobile devices --> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <!-- set the title of your site --> <title>PRABHUTI INVESTMENTS </title> <!-- ========= Favicon Icons ========= --> <link rel="icon" href="img/favi.png" type="image/png"> <link href='https://fonts.googleapis.com/css?family=Lato:400,100,100italic,300,300italic,400italic,700,700italic,900,900italic%7CPlayfair+Display:400,400italic,700,700italic,900,900italic%7CRoboto:400,100,100italic,300,300italic,400italic,500,500italic,700,700italic,900italic,900%7CRaleway:400,100,200,300,500,600,700,800,900%7CGreat+Vibes%7CPoppins:400,300,500,600,700' rel='stylesheet' type='text/css'> <!-- include the site stylesheet of bootstrap --> <link rel="stylesheet" href="css/bootstrap.css"> <!-- include the font awesome stylesheet --> <link rel="stylesheet" href="css/font-awesome.min.css"> <!-- include the stylesheets of headers and footer of the page --> <link rel="stylesheet" type="text/css" href="css/page-assets.css"> <!-- include the helping elements stylesheets of the page --> <link rel="stylesheet" type="text/css" href="css/helper-elements.css"> <!-- include the site stylesheet --> <link rel="stylesheet" type="text/css" href="style.css"> <!-- include the site color stylesheet --> <link rel="stylesheet" type="text/css" href="css/color/bleu-de-france.css"> <!-- include the site animation stylesheet --> <link rel="stylesheet" href="css/animate.css" type="text/css"/> </head> <body> <!-- Page pre loader --> <div id="pre-loader"> <div class="loader-holder"> <div class="frame"> <div class="spinner7"> <div class="circ1"></div> <div class="circ2"></div> <div class="circ3"></div> <div class="circ4"></div> </div> </div> </div> </div> <!-- main container of all the page elements --> <div id="wrapper"> <div class="w1"> <!-- header of the page style2 --> <header id="header" class="style21"> <div class="container"> <div class="row"> <!-- header top --> <div class="col-xs-12 header-top"> <ul class="list-inline info-list"> <li><a href="#"><i class="fa fa-envelope"></i> prabhutifinance@gmail.com </a></li> <li><i class="fa fa-clock-o"></i> OPENING FROM 10:00 AM TO 07:00 PM </li> <li><a class="tel" href="tel:01008431112"><i class="fa fa-phone"></i> CALL US +91 8080589989 / 9699089989</a></li> </ul> <!-- icon list --> <ul class="list-unstyled icon-list social"> <li><a href="#"><i class="fa fa-google-plus"></i></a></li> <li><a href="#"><i class="fa fa-twitter"></i></a></li> <li><a href="#"><i class="fa fa-facebook"></i></a></li> </ul> <!-- main navigation of the page --> </div> </div> <div class="row"> <div class="col-xs-12"> <!-- page logo --> <div class="logo"> <a href="index.html"> <img src="img/logo.png" alt="Logo" class="img-responsive w-logo"> <img src="img/logo.png" alt="Logo" class="img-responsive b-logo"> </a> </div> <div class="holder"> <nav id="nav"> <a href="#" class="nav-opener"><i class="fa fa-bars"></i></a> <div class="nav-holder"> <ul class="list-inline nav-top"> <li><a href="index.html">Home</a></li> <li><a href="about.html">About Us</a></li> <li class="active"> <a href="#">Services</a> <div class="drop"> <ul class="list-unstyled"> <li><a href="finance.html">Financial Planning</a></li> <li><a href="wealth.html">Wealth Management</a></li> <li><a href="insurance.html">Insurance Planning</a></li> <li><a href="tax.html">Tax Planning</a></li> <li><a href="retire.html">Retirement Planning</a></li> <li><a href="estate.html">Estate Planning</a></li> </ul> </div> </li> <li> <a href="#">Products</a> <div class="drop"> <ul class="list-unstyled"> <li><a href="funds.html">Mutual Funds</a></li> <li><a href="life.html">Life Insurance</a></li> <li><a href="health.html">Health Insurance</a></li> <li><a href="general.html">General Insurance</a></li> </ul> </div> </li> <li><a href="calculator.html">Calculators</a></li> <li> <a href="#">Resources</a> <div class="drop"> <ul class="list-unstyled"> <li class="has-drop"><a href="">Downloads</a> <div class="drop"> <ul class="list-unstyled"> <li><a href="https://www.prudentcorporate.com/downloadapplicationform" target="_blank">Common Application Form </a></li> <li><a href="https://www.prudentcorporate.com/downloadfmpapplicationform-fmpapp" target="_blank">FMP Application Form</a></li> <li><a href="https://www.prudentcorporate.com/downloadnfoapplicationform-nfoapp" target="_blank">NFO Application Form</a></li> <li><a href="https://www.prudentcorporate.com/downloadfdapplicationform-fdapp" target="_blank">FD Application Form</a></li> <li><a href="https://www.prudentcorporate.com/kycform" target="_blank">KYC Form</a></li> <li><a href="https://www.prudentcorporate.com/downloadincometaxforms-itf" target="_blank">Income Tax Forms</a></li> <li><a href="https://www.prudentcorporate.com/downloadmfmultiplebankregistrationform-mfmbr" target="_blank">MF Multiple Bank Registration Form</a></li> <li><a href="https://www.prudentcorporate.com/downloadfatkaandotherform" target="_blank">FATCA & Other Declaration Forms</a></li> <li><a href="https://www.prudentcorporate.com/downloadtransactionslips-translip" target="_blank">Transaction Slips</a></li> </ul> </div> </li> <li><a href="video.html">Educational Videos</a></li> </ul> </div> </li> <li><a href="contact.html">Contact Us</a></li> <li><a href="login.html">Login</a></li> </ul> </div> </nav> </div> </div> </div> </div> </header> <main id="main" role="main"> <!--service section start --> <section class="service-section container" style="padding-top:190px;"> <h2 class="lime text-uppercase font-medium">Financial Planning</h2> <div class="row"> <div class="col-md-9 col-sm-12 col-xs-12 service_content"> <div class="small_banner"> <img src="img/fin.jpg" class="img-responsive"> </div> <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 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 class="col-md-3 col-sm-12 col-xs-12 service-right"> <h4>Services</h4> <ul> <li><a href="finance.html" class="active"><i class="fa fa-check-circle-o"></i>Financial Planning</a></li> <li><a href="insurance.html"><i class="fa fa-check-circle-o"></i>Insurance Planning</a></li> <li><a href="wealth.html"><i class="fa fa-check-circle-o"></i>Wealth Management</a></li> <li><a href="tax.html"><i class="fa fa-check-circle-o"></i>Tax Planning</a></li> <li><a href="retire.html"><i class="fa fa-check-circle-o"></i>Retirement Planning</a></li> <li><a href="estate.html"><i class="fa fa-check-circle-o"></i>Estate Planning</a></li> </ul> </div> </div> </section> <!-- service section end --> </main> <!-- footer of the page --> <footer id="footer"> <!-- footer cent --> <div class="footer-cent bg-shark"> <div class="container"> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-3 info-box column1"> <!-- f info col --> <div class="f-info-col"> <h5>About Us</h5> <p>At <b>Prabhuti Investment</b> 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 from inception.</p> <!-- footer social --> <ul class="list-inline footer-social"> <li><a href="#"><i class="fa fa-facebook"></i></a></li> <li><a href="#"><i class="fa fa-twitter"></i></a></li> <li><a href="#"><i class="fa fa-google-plus"></i></a></li> </ul> </div> </div> <div class="col-xs-12 col-sm-6 col-md-3 column2"> <!-- f popular tags --> <div class="f-popular-tags"> <h5>Our Products</h5> <!-- foote tags --> <ul class="list-inline footer-tags"> <li><a href="funds.html"><i class="fa fa-angle-double-right" aria-hidden="true"></i>Mutual Funds</a></li> <li><a href="life.html"><i class="fa fa-angle-double-right" aria-hidden="true"></i>Life Insurance</a></li> <li><a href="health.html"><i class="fa fa-angle-double-right" aria-hidden="true"></i>Health Insurance</a></li> <li><a href="general.html"><i class="fa fa-angle-double-right" aria-hidden="true"></i>General Insurance</a></li> </ul> </div> </div> <div class="col-xs-12 col-sm-6 col-md-3 column3 clearfix-sm"> <!-- f lastest news --> <div class="f-lastest-news"> <h5>Contact Us</h5> <!-- footer news box --> <ul class="list-inline footer-tags"> <li><i class="fa fa-map-marker" aria-hidden="true"></i>Office No- B-38, Welfare Chamber, 1st Floor, Sector-17, Vashi, Navi Mumbai - 400703</li> <li><i class="fa fa-mobile" aria-hidden="true"></i> +91 8080589989 / 9699089989</li> <li><i class="fa fa-phone" aria-hidden="true"></i> 022 41275751</li> <li><i class="fa fa-envelope" aria-hidden="true"></i> prabhutifinance@gmail.com</li> </ul> </div> </div> <div class="col-xs-12 col-sm-6 col-md-3 column4"> <!-- f contact form --> <div class="f-contact-form"> <h5>Quickly Contact</h5> <!-- footer form--> <form action="http://creative-wp.com/demos/fekra/inc/process.php" method="post" class="footer-form email-form"> <fieldset> <input type="text" class="text" placeholder="Name" name="name"> <input type="email" class="text" placeholder="Email Address" name="email"> <textarea cols="30" rows="10" placeholder="Message" name="comment"></textarea> <button id="submit" class="btn btn-submit" type="submit">Send</button> </fieldset> </form> <div class="done-massage"> <div class="holder"><strong>Thank you!</strong> We have received your message. </div> </div> </div> </div> </div> </div> </div> <!-- footer bottom --> <div class="footer-bottom"> <div class="container"> <div class="row"> <div class="col-md-6"> <span>Copyright © 2018. All Rights Reserved By Prabhuti Investments</span> </div> <div class="col-md-6 devlope"> <span>© 2018 Designed and Develope By <img src="img/pru_it.png"></span> </div> </div> </div> </div> </footer> </div> <div class="fa fa-chevron-up" id="gotoTop" style="display: none;"></div> </div> <div id="style-changer" data-src="inc/style-changer.html"></div> <!-- include jQuery library --> <script type="text/javascript" src="js/jquery-1.11.3.min.js"></script> <!-- include bootstrap JavaScript --> <script type="text/javascript" src="js/bootstrap.min.js"></script> <!-- include custom JavaScript --> <script type="text/javascript" src="js/jquery.main.js"></script> <!-- include plugins JavaScript --> <script type="text/javascript" src="js/plugins.js"></script> </body> <!-- Mirrored from creative-wp.com/demos/fekra/index-finance.html by HTTrack Website Copier/3.x [XR&CO'2014], Wed, 24 Jan 2018 11:42:40 GMT --> </html>
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