Secure Your Financial Future with Personalized Financial Assessment

A Financial Assessment is a comprehensive evaluation of your current financial situation, including income, expenses, assets, liabilities, insurance coverage, and financial goals. Our expert team analyzes your financial health to identify strengths, weaknesses, and opportunities for improvement, providing personalized recommendations to help you achieve your financial objectives.

The initial Financial Assessment typically takes 1-2 hours, during which we gather information about your financial situation and goals. The complete analysis and report preparation usually takes 3-5 business days. We then schedule a follow-up meeting to discuss the findings and recommendations in detail.

You should bring documents such as bank statements, investment statements, insurance policies, loan documents, tax returns, salary slips, and any other financial records. A complete list of required documents will be provided when you schedule your assessment appointment.

Yes, we offer a free Financial Health Check consultation. This initial assessment helps us understand your financial situation and goals. Based on the findings, we can discuss our comprehensive financial planning services and associated fees if you choose to proceed with a detailed financial plan.

Our Financial Assessment includes retirement planning, child education and marriage planning, emergency fund creation, debt management and loan restructuring, cash flow and budgeting analysis, and net worth analysis. We provide comprehensive coverage of all aspects of your financial life.

We recommend reviewing your financial plan at least annually or whenever you experience significant life changes such as marriage, birth of a child, job change, or major financial events. Regular reviews ensure your plan stays aligned with your evolving goals and market conditions.

Yes, we are registered with AMFI (Association of Mutual Funds in India) as Mutual Fund Distributors and with IRDA (Insurance Regulatory and Development Authority) as Insurance Consultants. We are also authorized business partners of NJ Wealth, ensuring compliance with all regulatory requirements.

While we have a strong presence in Gujarat with offices in Ahmedabad, Gandhinagar, Surat, Vadodara, and Rajkot, we serve clients across India. We offer virtual consultations and can provide services to clients in other cities through our digital platform and network.

Our Financial Assessment is comprehensive, personalized, and backed by years of experience. We take a holistic approach, considering all aspects of your financial life. As NJ Wealth Business Partners with AMFI and IRDA registrations, we provide trusted, professional advice. Our regular workshops and ongoing support ensure you stay on track to achieve your goals.

Absolutely! Whether you're planning for retirement, your child's education, buying a home, or any other financial goal, we provide specialized planning services. Our goal-based approach ensures that each objective is addressed with a tailored strategy and appropriate investment recommendations.