Financial Planning Services

Have you ever wondered:

Where should I invest, how much and how long should I invest to achieve my goals?

How can I plan for my retirement?

How much loan can I afford? Should the loan tenure be long term or short term?

Should I opt for more down payment or maximum loan?

How much life/health insurance cover do I need?

How can I save more on tax?

Geojit offers comprehensive financial planning service through its division called STEPS. It provides fee based Financial Planning, Investment Analysis, Retirement Planning, Tax Planning and Investor Education services under the brand. Avail the opportunity to enjoy professional consulting on matters regarding your personal finance from our experienced and qualified team of Certified Financial Planners*.

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Why do Financial Planning?

Want to live a stress-free life? Don’t want to worry about financing your children’s education or daughter’s wedding or even your retirement? The right financial plan can help you lead a financially independent life. Financial planning is equally important for all age groups.

Getting started

The early 20s is an ideal starting point for planning your finances. With fewer responsibilities to take care of, it’s the apt time to plan your spending and start building a secured future. Planning your finances early will help you lead a debt-free life while working towards achieving your future financial requirements. If early retirement is on your mind, this is the right time to start!

Mid-career

If you are born between 1980 and 1994, your life has evolved from the earlier carefree days to shouldering more responsibilities. When it comes to finances, thorough planning and analysis is the need of the hour. Financial planning will help you organize your savings and investments, manage money well, cover your risks and to be ready for any emergencies. This will help you achieve your life goals with ease and peace of mind.

Nearing retirement

Born before 1980? You are likely to be in the best phase of your career. Effective utilization of your wealth accumulated so far is an important step at this stage. Life can be smoother if you plan properly for life goals like a financially independent retired life, children’s education or wedding which could be your priority now. Financial planning will help you achieve this and let you stay worry free.