What is Financial Health?
- Financial Health is defined as one’s personal financial situation.
- There are many dimensions of our health which have effect & impact on our well being, some major dimensions are Physical Health, Mental Health, Social Health, Environmental Health, Occupational Health & Financial Health.
- My Care helps to identify and fulfill your financial needs in your entire life (Almost all financial goals).
My Care Financial Planning System
- Understanding & Analysing the Financial Situation – Cash Flow, Income & Expenses, Assets & Liabilities & also Risk Assessment (Risk Profiling)
- Working on Financial Goals. Setting Realistic Financial Goals. Developing the Vision of Wealth Creation
- Choosing Right Financial Products as per Goals & Risk Profile
- Full Execution Support – 100% Online (Demat/Non Demat Linked to the Bank Account for Investments (Lifetime Operational Support)
- Full Monitoring Support – Access of accounts via web & Mobile Apps
- Regular Periodic Review of accounts for various parameters including performance by experts till achievement of financial goals (Much needed in today’s Dynamic World)
- Financial Education System -much needed for understanding basic & advanced financial knowledge by Videos, Meetings, Seminars, Group Discussions etc