CELEB FINANCIAL PLANNERS Global
CLIENTELE- CELEBRITIES- CINESTARS, TELEVISION STARS, CRICKETERS, BUSINESSMEN AND ENTREPRENEURS..
http://www.cfpglobal.com/- Visit my company’s website..as soon as you open this page..in one of the new tabs or new window..
We are Independent Financial planners, who are responsible for designing a financial plan that will take the client from where he is now to where he wants to be in the future, i.e. a plan that satisfies his needs and objectives.
we analyze his needs and objectives
Match these with appropriate products and services.
Work out a financial plan
Implement the plan
Provide ongoing review to ensure the chosen investment strategies continue to match his changing objectives
Modify the investment solutions as required.
As we have the required technical and an intuitive skill sets which is enforced because of the theory behind investing, economics and strategies we have, we can create a practical plan for you.
We will be implementers, a make-it- happen professionals. We give you recommendations and then educate and advise to take actions.
Every financial planning we do is supported by research and training
Charges: fee for service basis
1. We charge according to the plans to be made- the profile category.
2. We charge for work on hourly rate also.
3. We take one time service charge which is for the financial plan we make for the first time and then renewal fees every six month which will be a nominal percentage of the first time charge.
The financial planning will include the following in detailed analysis.
n Consumption and Savings Planning
n Debt Planning
n Insurance Planning
n Investment Planning
n Retirement Planning
n Estate Planning
n Income Tax Planning
The financial plan would broadly include the following in phases- PROCESS
ð First free consultation with individual fact sheet analysis.
ð The disclosure of financial services guide with all terms and conditions
ð Preliminary financial analysis and subsequent detailed input gathering from client.
ð Concerns – problem areas identification analysis.
ð Designing of the financial plan with recommendations
ð Implementation of the financial plan with projections for years ahead.
ð Review of the financial plan after regular periods.
“Our vision is to re-write the rule book by helping our clients navigate the most efficient way to tax free cash, savings, investments, relaxed retirement years and most importantly to make the clients achieve financial independence and security. We aim to achieve this goal by making the most of the generous tax breaks available and by helping clients make the best use of their wealth, whilst providing a confidential and safe home for all their financial needs. Put simply, our aim is to assist high net-worth individuals and bodies to grow and enjoy their wealth."
Becoming a client of Celeb Financial Planners Global is a simple but exciting process. We will conduct a completely free initial consultation to tailor our services ensuring we comfortably meet your expectations and provide you with the maximum benefits.
We will explain the importance of being fully independent, providing you with a full explanation of our costs and charges. We pride ourselves in ensuring all our clients are never rushed, nor feel pressurized into doing something they don’t want to or do not fully understand.
After all as a client, you are either going to be our best advert or our worst nightmare! Our aim is to ensure you are always happy, so we work very hard to ensure that your objectives are met.
The category profile we cater to is:
ð CRICKETERS with more than 100 lacs as net worth.
ð CINESTARS with more than 150 lacs as net worth.
ð BUSINESSMEN with more than 30 lacs as net income .
ð High Networth Individuals with more than 10 lacs as annual compensation.
Please feel free to contact me @
Ajit Panicker, Chief Financial planner; +919811536424; contact@cfpglobal.com;ajitkpanicker@cfpglobal.com, ajitkpanickercfp@gmail.com www.cfpglobal.com
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