As an advisor, you have the onus to undertake complete Financial Planning for your clients. Financial Planning is in fact a must for every individual. A detailed Financial Plan would make it possible for your clients to achieve their goals and objectives in life. At NJ we realise the importance of Financial Planning (FP), both from the perspective of an Advisor and a Customer.
NJ FP Nest is an online zone where you as an advisor would be in a position to prepare detailed Financial Plans for your Clients. The Financial Plans of the clients would be saved for your future references and for ongoing monitoring of the Plans.
The FP Nest would allow you to plan for the various goals and objectives for your clients, and also take print-outs of the same so as to present it to your clients. You can also prepare Financial Plans for your prospective clients from the FP Nest… Needless to say, the FP Nest would make financial planning process, a very easy, simple to understand exercise for you to undertake…
FP Nest Features:
Goal Planning for:
- Child Education
- Child Marriage
- Retirement
- Purchase of Home / Car
- Protection to Family
Taking in to consideration
- Risk profile of client
- Savings Potential
- Existing Investments
- Existing Protection
With FP Nest you would now help your clients achieve their goals in life…
FP Nest to be launched soon... |
