Financial Planning

Financial Planning is the proper management of your income through which you can meet your financial goals in life. We all have many short, medium and long-term financial goals in our lifetime. These goals can include owning a dream house, buying a car, saving for a child’s future and higher education, getting your children marriage and planning for a healthy retirement. A good financial plan acts as a guide as you go through life’s journey, it is a step-by-step approach to meet yours and your family life goals. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Assess the environment
Confirm your objectives
Summarize the costs to create a budget
Identify the types of resources needed to achieve these objectives
Identify any risks and issues with the budget set.

Financial Planning is all about helping individuals, families  to realize their dreams and achieve their goals by managing their assets and resources. Finance Management does not come naturally or easy for everyone. Here are some benefits of Financial Planning by SENTINEL INDIA:

Our Path

At Sentinel India, we give you a better understanding of your financial position, what your choices are and a plan to help you get to where you need to be. In life, making those decisions on your investments or expenses are scary and yet, unavoidable.

We cater to a diverse client base of domestic, NRI and institutional clients. We have a strong management team with deep experience in the area of risk management, focussed on wealth creation in the long run. We have specialization in helping clients, handle issues and make the most of opportunities to protect and grow their wealth.