Celeb Financial Planners Global - NOIDA, India

Corporate Office: Telephone: +91 (0120) 4215660 D‐83, First Floor, Cell: +91‐98115 36424 Sector‐61, NOIDA‐201301 contact@cfpglobal.com India. http://www. cfpglobal.com Introduction Letter Ajit Panicker Chief Financial planner Celeb Financial Planners Global Telephone: +91 (120) 4215660 Cell: +91 981 153 6424 contact@cfpglobal.com ajitkpanickercfp@gmail.com http://www. cfpglobal.com October 2010 www.cfpglobal.com‐ Visit our company’s website. Corporate Office: Telephone: +91 (0120) 4215660 D‐83, First Floor, Cell: +91‐98115 36424 Sector‐61, NOIDA‐201301 contact@cfpglobal.com India. http://www. cfpglobal.com CELEB FINANCIAL PLANNERS Global is a private limited company, which is responsible for designing financial plans that will take the clients from where they are now  

Show more

to where they want to be in the future, i.e. a plan that satisfies their needs and objectives. • we analyze their needs and objectives • Match these with appropriate products and services. • Work out a financial plan • Implement the plan • Provide ongoing review to ensure the chosen investment strategies continue to match his changing objectives • Modify the investment solutions as required. As we have the required technical and an intuitive skill sets which is enforced because of the theory behind investing, economics and strategies we have, we can create a practical plan for you. We will be implementers, a make‐it‐ happen professionals. We give you recommendations and then educate and advise to take actions. Every financial planning we do is supported by research and training PRICING There are two models for pricing for our engagement. You can choose either one Depending on the quantity and frequency of work you have. They are: •Project Based Model •Retainer Model The Project Based Model has a fixed scope and price, both of which are non‐negotiable once the contract is signed. The Retainer Model allows you to get as much work done, by us, as you would like for a Fixed monthly fee. The scope of the project is limitless and we will be required to produce all kinds of requirements raised by the company’s consultants for providing a particular type of planning service or consulting. http://www. cfpglobal.com Terms & Conditions 1. We charge according to the plans to be made. 2. The charges are categorized according to few parameters, which are the client profile category, the type of services availed (one or more of the seven types) or a comprehensive plan. 2. We charge for work on hourly rate also, depending on customer’s choice. 3. We take one time service charge which is for the financial plan we make for the first time and then renewal fees every year which will be a nominal percentage of the first time charge. 4. 50% of the fee is payable in advance – balance 50% is payable after completion of project. Final set of Base documents will be released only after clearance off initial invoice. 5. A total of 3 financial will be provided for shortlist – only one can be selected for future iterations. One out of the 3 financial plans needs to be selected. 6. Changes to any financial plan will be carried out without changing the core characteristic requirements of the clients. 7. Cancellation of project mid‐way through the financial planning process will warrant a 25% project fee as “Rejection Fee”. 8. If you wish to change the selected financial plan after approval has been taken, the project will be considered to have “restarted” and any further financial plan will be carried out upon payment off full project fee as per the prevalent prices at the time. The original advance will be retained as “Rejection Fee”. 9. All fees are non‐refundable. 10. Project deadlines are liable to change depending on frequency & efficiency of feedback from the client. 11. The Client will be provided with a singular point of contact for all communication. A dedicated senior consultant will be assigned for each client for regular relationships and communication. 12. All implementation will be carried out at CFP Global office premises. At no point will the operation’s team of CFP Global will travel to the client’s site. 13. All meetings for briefings, discussions, feedback will take place over phone, through email, or at the Client / vendor’s office premises. Corporate Office: Telephone: +91 (0120) 4215660