Comprehensive Financial Plan focuses on a comprehensive aspect of your finances like estate planning, education and retirement planning. It helps you to evaluate your current financial status and helps you to structure your savings, budget, taxes, insurance, retirement, and estate plan.

Modular planning helps you to address your long-term financial needs and opportunities, as well as your more urgent needs, by breaking planning down into separate or independent parts.

In short, modular planning focuses on a singular financial need of you. Instead of looking into the holistic picture of your personal finance, advisor will work with you on your single financial goals.

The time and data needed in modular planning are of course lesser compare to comprehensive plan. It depends on the need you and how the you would like to work with the advisors.

Modular plan comprises :-

· Insurance Planning

· Credit Management

· Children's Education

· Retirement Planning

· Investment Planning

· Personal Income Tax Planning

· Estate Planning