Corporate Office: Telephone: +91 (0120) 4215660
D‐83, First Floor, Cell: +91‐98115 36424
Sector‐61, NOIDA‐201301 contact@cfpglobal.com
India. http://www. cfpglobal.com
Introduction Letter
Ajit Panicker
Chief Financial planner
Celeb Financial Planners Global
Telephone: +91 (120) 4215660
Cell: +91 981 153 6424
contact@cfpglobal.com
ajitkpanickercfp@cfpglobal.com
http://www. cfpglobal.com
October 2010
www.cfpglobal.com‐ Visit our company’s website. As
soon as you open this page in one of the new tabs or
new window………WELCOME !!!!!
Corporate Office: Telephone: +91 (0120) 4215660
D‐83, First Floor, Cell: +91‐98115 36424
Sector‐61, NOIDA‐201301 contact@cfpglobal.com
India. http://www. cfpglobal.com
CELEB FINANCIAL PLANNERS Global is a private limited company, which is responsible for
designing financial plans that will take the clients from where they are now to where they want
to be in the future, i.e. a plan that satisfies their needs and objectives.
• we analyze their 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
PRICING
There are two models for pricing for our engagement. You can choose either one Depending on the quantity and frequency of work you have.
They are:
•Project Based Model
•Retainer Model
The Project Based Model has a fixed scope and price, both of which are non‐negotiable once the contract is signed.
The Retainer Model allows you to get as much work done, by us, as you would like for a Fixed monthly fee. The scope of the project is limitless and we will be required to produce all kinds of requirements raised by the company’s consultants for providing a particular type of planning service or consulting.
Terms & Conditions
1. We charge according to the plans to be made.
2. The charges are categorized according to few parameters, which are the client profile category, the type of services availed (one or more of the seven types) or a comprehensive plan.
2. We charge for work on hourly rate also, depending on customer’s choice.
3. We take one time service charge which is for the financial plan we make for the first time and then renewal fees every year which will be a nominal percentage of the first time charge.
4. 50% of the fee is payable in advance – balance 50% is payable after completion of project. Final set of Base documents will be released only after clearance off initial invoice.
5. A total of 3 financial will be provided for shortlist – only one can be selected for future iterations. One out of the 3 financial plans needs to be selected.
6. Changes to any financial plan will be carried out without changing the core characteristic requirements of the clients.
7. Cancellation of project mid‐way through the financial planning process will warrant a 25% project fee as “Rejection Fee”.
8. If you wish to change the selected financial plan after approval has been taken, the project will be considered to have “restarted” and any further financial plan will be carried out upon payment off full project fee as per the prevalent prices at the time. The original advance will be retained as “Rejection Fee”.
9. All fees are non‐refundable.
10. Project deadlines are liable to change depending on frequency & efficiency of feedback from the client.
11. The Client will be provided with a singular point of contact for all communication. A dedicated senior consultant will be assigned for each client for regular relationships and communication.
12. All implementation will be carried out at CFP Global office premises. At no point will the operation’s team of CFP Global will travel to the client’s site.
13. All meetings for briefings, discussions, feedback will take place over phone, through email, or at the Client / vendor’s office premises.
The financial planning will include the following services in detailed analysis.
Consumption Planning
Savings Planning
Debt Planning
Insurance Planning
Investment Planning
Retirement Planning
Estate Planning
Income Tax Planning
The financial plan would broadly include the following in phases‐
First free consultation with individual fact sheet analysis.
The disclosure of financial services guide with all terms and conditions
Preliminary financial analysis and subsequent detailed input gathering from client.
Concerns – problem areas identification analysis.
Designing of the financial plan with recommendations
Implementation of the financial plan with projections for years ahead.
Review of the financial plan after regular periods.
VISION
“Our vision is to act as financial doctors to the clients by creating financial plans by consulting, enquiry, analysis, concern identification, recommending, implementing and reviewing regularly through 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 implementing the best practices and financial planning
tools which help 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. “
VISION CFP GLOBAL Consulting.
“To be a Global consulting Brand with total consulting solutions by creating
trust within the stakeholders, clientele and public in large”
HOW TO BECOME A CFP Global Client:
Becoming a client of Celeb Financial Planner 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:
CRICKETERS with more than 100 lacs as net worth.
CINESTARS with more than 150 lacs as net worth.
BUSINESSMEN with more than 30 lacs as net worth.
High Networth Individuals with more than 10 lacs as net worth.
CONTACT US
Please feel free to contact us @
For general enquiry: contact@cfpglobal.com
For Marketing : marketingcfpg@cfpglobal.com
For consultancy : consultantcfpg@cfpglobal.com
For recommendation: recommendationcfpg@cfpglobal.com
For implementation: implementationcfpg@cfpglobal.com
For Review: reviewcfpg@cfpglobal.com
For billing: billingcfpg@cfpglobal.com
For Customer care: customercare@cfpglobal.com
For Human Resource and admin: hrcfpg@cfpglobal.com
For any unresolved query: ajitkpanicker@cfpglobal.com
Line of Businesses: “Financial consulting, Financial planning, Financial analysis, Business consulting, Business analysis, management consulting”
Thanks & Regards
Team Marketing @ CFP Global
www.cfpglobal.com, 0120‐4215660
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