EssJay Associates is Involved
in Consultation

Financial Planning Consultation

An Individual in the family or the whole family should take up the responsibility of Financial Planning in the Family

• Analyze Current Financial Situation

• Budgeting

• Regulating Income

• Navigating Expenses

• Managing Savings

• Fixing Goals

• Planning to Invest

• Investment should be based on Goals

• Understanding Banking, Insurance, Health Insurance,

• Scheduling investment in Shares, Mutual Funds, Gold ETF,

• Mandating Pension planning

• Legacy Creation

Every Family Should plan their Financial Life based on their Life stage

The Goals Should be Planned Based on their Life Stage

• Self-Marriage

• Spouse Income to become family Income

• Birth of 1st Child

• Birth of 2nd Child

• Buying 1st car

• Home Buying

• 1st Child Education & Higher Education

• 2nd Child Education and Higher Education

• 1st Child Marriage

• 2nd Child Marriage

• Retirement

EssJay Associates Can provide Financial Solutions

• Complete Financial Planning for individuals in different life stages

• Can resolve debt related issues/Credit card / Personal Loan /Home Loan issues

• How to manage & develop Contingency Fund

• Plan your First Car, Home Loan

• Higher Education Plan and Funding

• Children Marriage Planning and Funding

• Plan to start a Business & Funding

• Plan to Buy a Luxury Apartment

• Plan to Buy Residential Plots for Investment

• How to Use Mutual Fund Lumpsum /SIP/SWP investments

• How to Use Gold ETF for Gold Accumulation and get Steady Returns

• How to investor in Blue Chip Shares and Keep it invested

• Plan to Start Pension Fund Schemes and Just Enjoy Living after 60

• Plans How to create Legacy for your Children and Grandchildren