What is a FINANCIAL PLAN ?
A financial plan is a comprehensive roadmap designed to assess an individual’s or organization’s current financial status, establish clear financial goals, and provide tailored strategies to achieve those objectives over time. Our financial plans cover essential areas such as budgeting, investing, saving, debt management, tax optimization, and retirement planning, ensuring a holistic approach to managing and growing wealth.
Here's an overview of how we prepare a financial plan :
Current Financial Situation
Goal Setting
Budgeting and Savings
Investment Strategy
Debt Management
Tax Planning
Retirement Planning
Insurance and Risk Management
Estate & Legacy Planning
Periodic Review
Registered Head Office:
INFINITE WEALTH EXPERT
E8 - 125 Basant Kunj Arera Colony Near Bus Stop no 12 Bhopal, 462039 MP
Mumbai Branch - SWAMI SAMARTH TAX CONSULTANT
Shop no D/6 Shivshrushti Complex, Vasai Mumbai, MH 401209
CONTACT DETAILS
Contact Person :
RITESH K SAHU (Founder)
Mobile & Whatsapp : +91-9993525566
Email: riteshsahu@infinitewealthexpert.in
support@infinitewealthexpert.in
Disclaimer : Mutual fund investments are subject to market risks.
Please read the scheme information and other related documents carefully before investing.
RITESH KUMAR SAHU - ARN -262563
AMFI Registered Mutual Fund Distributor ( NISM V-A) Valid till 24-JAN-2029.
AMFI Registered Specialized Investment Fund Distributor ( NISM XIII - Common Derivatives - SIF ) Valid till 16-OCT-2028
Member of MUTUAL FUND DISTRIBUTORS ASSOCIATION Since 2025 (MFDA-BHOPAL)
AMFI Link https://www.amfiindia.com/locate-distributor
( Please search 262563 to know about AMC Empanelment status & Social media details)