Financial Planning for Newborn
Secure your baby’s future with smart financial planning
Financial Planning for Newborn
Welcoming a newborn into the family is a moment of pure joy, but it also brings new responsibilities. The earlier you start planning for your child’s future, the stronger the foundation you build for their education, healthcare, and life milestones.
With our Financial Planning for Newborn service, we help you design a smart and practical plan that ensures your child’s dreams are never compromised due to financial constraints. From creating a child-focused investment portfolio to setting up systematic savings for education and marriage, we guide you every step of the way.
Who Should Take This Service?
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New or expecting parents.
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Families planning early for a child’s education and milestones.
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Parents looking to simplify and structure their child’s financial future.
What Will Be Covered in This Consultation?
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Dedicated Investment Portfolio for your child’s education, marriage, and lifestyle with the right investment avenues.
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Financial Discipline Opening a separate bank account and demat account and managing your child’s funds effectively
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Emergency Fund Setting up a safety net for unexpected expenses.
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Risk Protection Choosing the right term and health insurance for complete financial security.
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Estate and Records Will writing, nominations, and organized financial record-keeping for smooth wealth transfer.