Couple Financial Planning
Best suited plan for both working class couples/partners. With this plan, couples can take control of their future collectively and optimise the planning in the most efficient manner. This plan will enable both working couples to plan all of their life goals i.e. retirement, children’s future, dream home, purchase of an asset, debt management, insurance requirement analysis, tax analysis and other such goals.
If both the couples are working, then this plan is most accurate and Appropriate;
- Both couple Financial plans are included
- Both Risk Profiling Plans (Mandatory by SEBI)
- Personalised Quarterly Virtual Meeting Reviews – Zoom Platform
- We will assist in choosing the right Mutual Funds
- Both Couples Insurance Review and Tax Management advice
Rs.50000/ 25000 – Per Annum
(Minimum 1-year Service Period)
Our Services
Get in Touch
FIPRO Education And Investments,
2nd floor, No, 805, Nagarabhavi Main Rd, Syndicate Bank Colony, Govindaraja Nagar Ward, Mudalapalya,Vijayanagar, Bengaluru,Karnataka 560072
