Want to better manage your finances, but aren't sure where to start ? Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with a Companion Investmentsexperts, can secure your financial well being and give you peace of mind and help you reach financial planning success. Our easy to use goal planner will help you to do your own financial planning, but you may want to seek help from us if you need so.

Its simple - just think about all your future financial points where you need money to be spent at a go- like your kids education expenses, your own retirement expenses, kids marriage expenses (within the overall family and relatives ), your vacation expenses, anniversary plans and any other wealth builder plans.

Once you put all these possible expenditure points in place then put your estimated expenses (on current value basis) against each of these goals. As and when you enter your current value against your goal, our system will calculate the future value (inflation adjusted) according to the tenure.

Finally our system will produce the figure, which would be required to be saved on monthly as well as lumpsum basis, to acheive the respective goal. Once you decide upon your risk category and required monthly savings, our website will offer you the scheme category and the asset class to help you choose the right fund for you.