l/j-2, Chandi Vyapar Bhawan, Exhibition Road, Patna, 800001
Mon-Sun : 8:00 AM - 8:00 PM
+91 9835349232, +91 6123563039
Services
We all need to be in control of our money, but more often than not – money controls us. This can happen when we have no clear idea of what we want from our life, and no real plan to help us achieve it. At Fincun, we will help you realise your personal and financial objectives. Our services include developing a clear financial plan that we will provide you with the structure to help you achieve what you really want from life.
List of Services
We, at Fincun, provide a comprehensive list of services taking care of all your requirements in personal finance and investments
S No | List of Services Under Financial Planning | Category |
| Financial Analysis |
|
1 | Net Worth Statement & Analysis | Financial Analysis |
2 | Income & Expenditure Statement & Analysis | Financial Analysis |
3 | Analysis of Key Financial Ratios | Financial Analysis |
4 | Budgeting & Cash Flow Planning | Financial Analysis |
| Insurance & Risk Management |
|
5 | Life Insurance Planning | Insurance & Risk Management |
6 | Review of Existing Life Insurance policies | Insurance & Risk Management |
7 | Health & Allied Insurance Planning | Insurance & Risk Management |
8 | Emergency Fund Planning | Insurance & Risk Management |
9 | General Insurance Planning | Insurance & Risk Management |
10 | Risk Profiling & Assessment | Risk Management |
| Investment Planning |
|
11 | Goal based Investment Planning |
|
12 | Asset Allocation Strategy | Investment Planning |
13 | Portfolio Structuring & Product Recommendations | Investment Planning |
14 | Review of Existing Investment Portfolio | Investment Planning |
15 | Periodic Investment Recommendations | Investment Planning |
| Tax & Estate Planning |
|
16 | Tax Efficient Portfolio Structuring | Tax & Estate Planning |
17 | Tax Planning through Trusts | Tax & Estate Planning |
18 | Inter-generational transfer of assets | Tax & Estate Planning |
19 | Annual Income Tax Returns | Tax & Estate Planning |
| Annual Monitoring & Review |
|
20 | Review of Action items | Annual Monitoring & Review |
21 | Annual review of Income/Surplus | Annual Monitoring & Review |
22 | Annual Review of Goals | Annual Monitoring & Review |
23 | Portfolio Review of Investments | Annual Monitoring & Review |
24 | Periodic Asset Re-balancing | Annual Monitoring & Review |
| Customer Service & Support |
|
25 | Execution Services for all financial products | Customer Service & Support |
26 | Online Portfolio Monitoring Tool | Customer Service & Support |
27 | Annual Capital Gains Report | Customer Service & Support |
28 | Ad-hoc support for queries | Customer Service & Support |
l/j-2, Chandi Vyapar Bhawan, Exhibition Road, Patna, 800001
Mon-Sun : 8:00 AM - 8:00 PM
Disclaimer: Every effort has been made to offer the most current, correct and clearly expressed information possible within this site. Nonetheless, inadvertent errors can occur and applicable laws, rules and regulations may change.The information contained in this site is general and is not intended to serve as advise. No warranty is given in relation to the accuracy or reliability of any information. Users should not act or fail to act on the basis of information contained herein. Users are encouraged to contact Fincun Pvt. Ltd. for advise concerning specific matters before making any decision.
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