Financial Planning

Akeeba’s main objective of financial planning is that sufficient fund should be available to our clients for different purposes such as for purchase of long term assets, to meet day-to- day expenses, etc. We ensure timely availability of finance.

• Short-term financial plan is prepared for maximum one year. This plan looks after the working capital needs of the person or company.

• Medium-term financial plan is prepared for a period of one to five years.

• Long-term financial plan is prepared for a period of more than five years.

Akeeba’s steps include:
(1) Determining your current financial situation.
(2) Developing financial goals.
(3) Identifying alternative courses of action.
(4) Evaluating alternatives.
(5) Creating and implementing a financial action plan, and. (6) Re-evaluating and revising the plan.

Here are some basic principles to be kept in mind while doing Financial Planning with Akeeba Investments.
Investing in Happiness should be top priority.
Risk & Return.
Diversification.
Consider Inflation.
Unforeseen Events.
Unplanned Investments/Incorrect Buying.
First Save and then Spend and not Vice Versa.
Disciplined Approach.