Year-End Financial Review & 2026 preparation
Comprehensive analysis of your 2025 finances and strategic planning for optimal financial outcomes in 2026
Original price was: ₹6,250.00.₹5,000.00Current price is: ₹5,000.00.
Every situation is different so
“one size doesn’t fit all”
There may be additional considerations and/or discussions that should occur. Now is a very good time to meet with our financial advisors for year-end review.
✔ Financial goals and objectives
✔ Current financial situation analysis using “Financial X-ray tool”
✔ Estate net worth and liquidity
✔ Saving ratios, Financial Asset ratio, and Emergency Fund adequacy.
✔ Concerns around elevated market levels and inflation risks
How can this help you ?
Before the year ends, take some time to review your financial health. This service would be to address whatever is on your mind including many of the following:
Create Personal Financial Inventory
Your personal financial inventory is important because it gives you a snapshot of the health of your bottom line. This annual Financial-check includes: saving ratio, financial assets ratio, Emergency Fund Adequacy, Debt Servicing ratio, Leverage Ratio, passive Income percentage, Bad debt percentage, and Actual net worth versus Ideal net worth, etc.
Set Financial Goals
Once you have a personal financial inventory completed, you can move on to setting goals for the remainder of the year, or even for the next 12 months. Your goals will be short-term, mid-term and long-term.
- Short-goals include establishing budget, create emergency fund, and pay off credit cards.
- Mid-term goals include adequate life, critical, and disability protection.
- Long term goals include calculation of retirement corpus for comfortable retirement.
Rebalance Your Portfolio and tax minimization strategies
These include review of your current mutual fund and rebalance the funds in your portfolio to ensure higher return and tax minimization strategies including tax harvesting.
Our Process – 6 Steps to Success
What exactly we do for you ?
This service would include a 60-minute Year-end review meeting with our Financial Planner and would be ideal for those who wish to do a year-end financial review and start financial planning for the next year 2023
Establish a method to track your finances
Review all debt and create your payoff plan
Review progress made on financial goals
Calculate your savings rate
Review retirement accounts
Set spending limits (budget)
Automate your finances
Calculate your net worth
Review your life insurance policy
Uncover money mistakes
Set Financial Goals
What our other clients often say
The services provided by Assuredgain are extremely helpful in making the right choice. All my queries were resolved. Overall, I had a good experience with Assuredgain Financial Planners. Thank you !!
The service offered was centred on personal goals and needs. All of the information about investing was explained to me. But the best part is that my investments were properly allocated depending on time, risk, and needs. I must admit that this is something that every working person needs.
As a working professional, I don’t have much time to manage my finances. After the initial discovery call, I began to realise things, and the consultation truly helped me a lot in saving and preparing finances for the future. Thank you very much. I would appreciate your work.