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Financial Planning in India – Who’s Doing it Right?

December 05, 2018

Financial Planning in India

Financial Planning in India - The Doers

Financial Goal Planning of Indians

Financial planning can help you define your short-term as well as long-term goals, no matter how personal and specific they are. Moreover, it can help you find a balanced way to fulfil those goals. Be it supplementing your cash flow, raising your standard of living, or simply ensuring your family's financial security, a sound investment plan is indispensable to get you where you want to be. When you invest in a ULIP, or a Unit Linked Insurance Plan, not only do you take a leap towards achieving your long-term goals through the power of compounding, but you also protect yourself against life's uncertainties with an insurance cover. ULIPs are flexible, transparent, and encourage goal-based savings, which is ultimately the best thing you can do to ensure that you and your family are living on your own terms.

Sources:

*https://economictimes.indiatimes.com/wealth/plan/are-indians-good-financial-planners-find-out/articleshow/57958801.cms

Δhttps://timesofindia.indiatimes.com/business/india-business/only-33-indians-save-regularly-for-retirement-report/articleshow/65739474.cms

 
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Francis Rodrigues Francis Rodrigues

Francis Rodrigues has a decade long experience in the insurance sector, and as SVP, E-Commerce and Digital Marketing, HDFC Life, manages the online sales channel, as well as digital and performance marketing. He has had hands-on experience in setting up sales channels and functional teams from scratch over a career spanning 2 decades.

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Vishal Subharwal Vishal Subharwal

Vishal Subharwal heads the Strategy, Marketing, E-Commerce, Digital Business & Sustainability initiatives at HDFC Life. He is responsible for crafting and ensuring successful implementation of the overall organisation strategy.

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We at HDFC Life are committed to offer innovative products and services that enable individuals live a ‘Life of Pride’. For over two decades we have been providing life insurance plans - protection, pension, savings, investment, annuity and health.