What is JagoInvestor?

Jagoinvestor is a Financial Literacy company which aims to create informed and quality investors across the world – Financial Planning – Investors workshops – Corporate workshops – Online financial programs. Website http://www.jagoinvestor.com.

How good is JagoInvestor?

JagoInvestor is definitely one such brand that has built a strong reputation for its services. The winning points for JagoInvestor include excellent customer service, impeccable communication, unbiased advise and 100% transparency during the entire financial planning exercise.

What is conventional financial planning?

Conventional planning takes a household’s annual pre-retirement saving as given and accumulates this saving through retirement based on rates of return drawn from assumed time-varying portfolio holdings.

What are the five stages of financial planning?

Define. Gather. Analyse. Develop. Implement.

• Step 1 – Defining and agreeing your financial objectives and goals.
• Step 2 – Gathering your financial and personal information.
• Step 3 – Analysing your financial and personal information.
• Step 4 – Development and presentation of the financial plan.

What is financial planning India?

NIKHIL: Financial Planning means to plan your finances. For this, it is important that one understands his financial needs or objectives and then plan how he can achieve these objectives or goals by making investments or by borrowing funds.

What are the 4 steps in financial planning?

You can begin to put together a realistic look of your personal financial situation by following a simple 4-step Financial Planning process.

1. Take Inventory.
2. Clearly Identify Your Financial Goals.
3. Create and Execute a Plan of Action.
4. Monitor and Adjust.

What are the 6 steps in the financial planning process?

The personal Financial Planning process consists of the following six steps:

1. Establish and define the client-adviser relationship.
2. Getting to know you.
3. Analyse and evaluate financial status.
4. Develop and present financial planning recommendations and/or alternatives.
5. Implement the financial planning recommendations.

What are the types of financial planning?

Types of Financial planning

• Cash flow management.
• Investment management.
• Debt Management.
• Tax Management.

What is the first step in financial planning?

1. Step 1: Understanding the Client’s Personal and Financial Circumstances.
2. Step 2: Identifying and Selecting Goals.
3. Step 3: Analyzing the Client’s Current Course of Action.
4. Step 4: Developing the Financial Planning Recommendation(s)
5. Step 5: Presenting the Financial Planning Recommendations.

What is the compound interest Rule of 72?

The Rule of 72 is a simple way to determine how long an investment will take to double given a fixed annual rate of interest. By dividing 72 by the annual rate of return, investors obtain a rough estimate of how many years it will take for the initial investment to duplicate itself.