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Financial planning is a step-by-step approach to meet one’s life
goals. A financial plan acts as a guide as you go through life’s
journey. Essentially, it helps you be in control of your income,
expenses and investments such that you can manage your money
and achieve your goals.
What is Financial Planning?
Types of Financial Planning?
Tax Planning
Estate Planning
Retirement Planning
Philanthropic Planning
Education funding Planning
Investment Planning
Insurance Planning
Budgeting
Benefits of Financial Planning?
Increase your savings
Enjoy a better standard of living
Be prepared for emergencies
Attain peace of mind
Benjamin Franklin has rightly
said, “If you fail to plan, you
are planning to fail.” You may
have several different financial
goals you wish to achieve but to
reach them at the right point in
life; you need to have a financial
plan in place at a very young age.
Benjamin Franklin
Set yourself on the journey to perfect your financial
profile and achieve your goals with Recipe. And guess
what? With its phenomenal tools and calculators, you can
do it all by yourself! Like people love to call it… India’s
first progressive DIY financial platform. Go on and
discover for yourself.
Financial planning is a roadmap for your financial
journey such as buying a house, car, education for
children, wealth creation and so on. Plan & analyse your
personal finance with Recipe tools and find the best
suggestions.
About Financial Planning
Thank-You

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Financial Planning.pdf

  • 1.
  • 2. Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals. What is Financial Planning?
  • 3. Types of Financial Planning? Tax Planning Estate Planning Retirement Planning Philanthropic Planning Education funding Planning Investment Planning Insurance Planning Budgeting
  • 4. Benefits of Financial Planning? Increase your savings Enjoy a better standard of living Be prepared for emergencies Attain peace of mind
  • 5. Benjamin Franklin has rightly said, “If you fail to plan, you are planning to fail.” You may have several different financial goals you wish to achieve but to reach them at the right point in life; you need to have a financial plan in place at a very young age. Benjamin Franklin
  • 6.
  • 7. Set yourself on the journey to perfect your financial profile and achieve your goals with Recipe. And guess what? With its phenomenal tools and calculators, you can do it all by yourself! Like people love to call it… India’s first progressive DIY financial platform. Go on and discover for yourself.
  • 8. Financial planning is a roadmap for your financial journey such as buying a house, car, education for children, wealth creation and so on. Plan & analyse your personal finance with Recipe tools and find the best suggestions. About Financial Planning