member login

back
About Us

Financial Planning is as important to an individual as it is for a Corporate. Shree Samarth Financial Services (SSFS) provides services to individuals to achieve their Personal, Professional, and Financial goals through systematic financial planning. This is done through a Six Step Process.

Mission:
To help individuals achieve their Personal, Professional, and Financial Goals through a systematic Six Steps approach

Vision:
To be recognised as a Partner in Progress by our Clients who foster a long lasting business association, with personal touch.

Comprehensive Financial Planning
Shree Samarth Financial Services provide Comprehensive Financial Plan that will match every individual's Risk Profile so as to catalyst achievment of the Personal Goals, Professional Goals, and Financial Goals. To know more about SSFS and how you can achieve your goals, you will need just two minutes

Financial Planning Components

Some of the components of Comprehenive Financial Planning are Education Planning for self or kids, Marriage Planning, Retirement Planning, Health Protection Planning, and Wealth Creation. It may sound strange but some times budgeting is an important component of financial planning.

Financial Planning - Six Step Process
Financial Planning is not a one time activity. It is a continuous process that requires long lasting association with Client, to make it successful. Financial Planning is a Six Step approach.

1) Establish Client-SSFS Relationship
2) Data Gathering and Goal Setting
3) Identify Financial Problems
4) Develop and Present Financial Plan
5) Implement Financial Plan
6) Monitor Financial Plan



All right reserved © 2023 www.ssfs.in