Scheduling an Appointment
Virtual Method
Visit www.onlinefinancialplanning.in and create your "ePlan Free for Life" account. Get a free financial plan using 100% online, live, fully automated financial planning technology. Awesome experience guaranteed.
Fill in the details and let us know on This e-mail address is being protected from spambots. You need JavaScript enabled to view it when you are ready. We will take care of the rest thereon.
Traditional Method
Call on 022 – 4002 4043 / 44 / 45 or send email expressing your interest to
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
. Complete the Life Profiler - a personal data analysis tool and send all documents specified in pre-meeting brief to us.
The pre-meeting brief shall inform you on the documents and other relevant material that you will need to collate and the Life Profiler will give us an understanding of your current situation and circumstances. This is done so that the discussion is fruitful. The venue for the meeting will be our office. The duration of this appointment shall be 1 hour.
The appointment agenda will only include the following;
- An analysis of your current situation, identification of the areas that need rectification and highlight popular mistakes made within the service of your interest.
- Providing you with a reality picture of what to expect if you continue with your current style and strategy.
- Explanation of how your Financial Plan will work.
- Guidelines on what you must do going forward.
