Loading...

Life Graph Consultants Offer

What do Life Graph Consultants Offer?

To record and organize all your investment related data at one place.

It is a Simple but very effective tool for selecting a investment vehicle for a given need based on historical data about inflation, interest rates, market performance and asset cycles.

To keep record of your monthly income and Outgo to keep track of your disposable surplus.

It is an exercise to monitor and review the performance of your investments on annual basis.

Seminar covering basics of financial planning

About Our Company

4D PROCESS OF PLANNING FOR YOUR LIFE GOALS

Life graph Consultants is a new age Life Planning and Life maximization consultancy which handles important issues like life goals, money management and life maximization.

We can save your money.

Production or trading of good

Our life insurance is flexible

129 +

Insurance Policies

99 +

Awards WON

556 +

Skilled Agents

967 +

Team Members

4D Process of Planning for your life goals

It is a process of achieving your life goals by defining yourself, discovering yourself, decoding the economic environment and designing a financial plan for your life based on complete understanding of yourself and your financial milieu.

Vision & Mission of Life Graph Consultants

To emerge as one of the biggest network of financial planners who value the financial wellbeing of their clients most and strive to achieve it diligently
Mission: to make the process of financial planning interesting, engaging and empowering.

Why life graph consultants?

We are client centric. Our process is designed in such a way that client gets 360 degree view of financial universe and get empowered to make decision on their own.

Our Services

4D PROCESS OF LIFE PLANNING

Life graph Consultants is a new age Life Planning and Life maximization consultancy which handles important issues like life goals, money management and life maximization.

  • 1. Occupation
  • 2. Educational Qualifications
  • 3. Age
  • 4. Income
  • 5. Health Status
  • 6. Marital Status
  • 7. Family Background
  • 8. Residential Status
  • 1. Habits
  • 2. Attitude
  • 3. Beliefs
  • 4. Opinions
  • 5. Aspirations
  • 6. Risk Tolerance
  • 7. Perception
  • 1. Interest Rate Behavior
  • 2. Inflation History
  • 3. Stock Market Performance
  • 4. Tax Laws
  • 5. Asset Cycles
  • 6. Media & Intermediaries (Influencing Factors)
  • 1. Need Classification
  • 2. Quantification of Needs
  • 3. Choice of Product Mix
  • 4. Designing a Life Plan
  • 5. Monitoring & Review