Be the first to like this
Visit http://www.fundsindia.com/fp to know more
FundsIndia offers expert financial planning services that help convert your goals into achievable action plans. You can use this sample worksheet to understand your risk profile, build an asset allocation bucket, review your existing investments, design your goal calendar and set a cash flow calendar. In short, you can design a comprehensive financial plan with FundsIndia.com's sample final planning spreadsheet.
To signup visit http://www.fundsindia.com/fp