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Financial Planning is process of framing objectives, policies, procedures, programmes and budgets regarding the financial activities of a concern. This ensures effective and adequate financial and investment policies.

Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise.

To be a successful investor, a well-balanced portfolio of investments, spread across major asset classes, such as stocks, bonds, and cash alternatives, is the key to mitigating investment risk. We, at Secyour, help create the right asset allocation and diversification strategy based on the clients’ investment and risk profile.