Best professional indemnity policy advice for doctors? Dr Good Money is a Niche Division under a Boutique Financial Planning Firm Good Moneying Financial solutions, being run by Mr. Manikaran Singal, a Certified Financial Planner and a SEBI Registered Investment Adviser. Though Good Moneying has been serving clients across the globe since 2012, Dr. Good Money is recently announced specific division by Manikaran, who has 17+ years of experience in the Financial Services Space.
We will Help you in Proper execution of the Financial Plan to put you into a Financial Discipline, and to keep your behavior biases at bay. Don’t Worry. We will help you Organize in your Money Matters and Manage the Financials Responsibly for you. We Serve Doctors at all Life stages. The Major benefits is the Peace of Mind and the feeling of Wellness that now your finances are being taken care of Responsibly for your benefit. You will enjoy the process and be always sure that the right quantum of money be available with you as and when required.
This is the Optional step where we execute the plan and put you on medications (Read Investments). If we need to involve other professionals here like CA, Lawyers, Insurance experts etc. we may do under your permission. Since the results depend on lot many uncontrollable factors so we do the monitoring, half yearly and annual review of the Investments and Financial Plan, to ensure we remain on Track always.
Think of this as a long term care rather than One time visit. Your Financial Life does not starts and ends with you. It has many other stakeholders in it and you are responsible for their wellness too. You don’t want them to be worried about the Family’s Financial Management in your absence. In fact even if you are there you don’t want yourself to remain immersed in the Complexities of the Finances by compromising the quality time which you can devote to your Profession, your Health and Your family. We offer Financial Planning Services in two versions. Personal finances needs to be in line with your Life and Personal Goals. Your Busy schedule and demanding profession may not be leaving enough time for you to look at them and work on its improvement. Lets Discuss your challenges and how can we help you manage them better. Discover additional info at retirement planning for doctors.
Will You work with my CA or do i have to engage someone from your team ? Chartered Accountants and Certified Financial Planners have different expertise, though in some areas we both have overlapping knowledge of each other space. If you file your IT returns through your CA, we will provide all the necessary documents required from our side. There’s no Compulsion of engaging someone from our team. However if you want us to do this arrangement for you we can do it, through our associations with CAs.
With the stable profession and Recession proof Income, you are exposed to many sellers and less advisors. You are sold with Credit Cards, Different Types of easy Loans with less documentation. You become the preferred choice of Real Estate Brokers. Slowly you find that with money going into all the debts, your Financial Wellness is getting Compromised. Due to time constraints, You are exposed to many MIS sellers. You have a lot of insurance policies but still, are under insured. You may have a lot of mutual funds with no targeted goals. You may also have invested in PMS with no understanding of how it actually works. You oblige everyone from bankers, friends, to relatives, and end up with a skewed portfolio with no clear cut structure and direction. Discover extra information at https://drgoodmoney.com/.