FAQs

  • What Is Financial Planning?

    Financial planning is the process of developing a strategy to meet your financial objectives. A good financial plan should cover all aspects of your finances, including your income, expenses, savings, investments, and debts. Financial planning typically involves working with a financial planner or advisor who can provide expert guidance and help you make informed decisions about your finances.

  • What Are The Areas Of Financial Planning That You Cover?

    SSFS covers your portfolio in any of the financial sector that our customers are looking for help. We have a wide range of financial services we provide that includes Equity Broking, Depository Services, Derivatives Broking, Commodities, Currency Futures, Mutual Funds, Mediclaim, Life Insurance, etc.

  • Why Should I Hire A Financial Advisor?

    Hiring a financial advisor can provide you with many benefits, especially when it comes to planning for your future financial goals. Managing your finances can be time-consuming, and many people don't have the time or expertise to do it effectively. Also, financial decisions can be emotional, and it can be challenging to make informed decisions that are in your best interest. A financial advisor can provide an objective perspective, helping you make rational decisions and providing you with peace of mind.

  • Do You Specialize In Any Particular Area Of Financial Planning?

    SSFS specializes in Derivatives and Long-Term investment plans. With the help of our unique software BELIEFHIVE, we guide our customers to invest in the right asset class at the right time.

  • How Do You Handle Market Downturns And Help Clients Navigate Through Difficult Economic Periods?

    SSFS work in both ways, whether the market is bullish or bearish. We have developed highly effective strategies that are applicable in the market trends allowing our customers to be in a profitable state in every market situation.

  • What are the common mistakes to avoid when investing in the market?

    Common Mistakes to avoid when Investing in the Market are: Lack of Research and Knowledge, Emotional Investing, Neglecting Risk Management, Chasing Hot Tips, Neglecting a Long-Term Perspective. To avoid these mistakes seeking an expert guidance can provide valuable insights and help optimize your investment strategy.

  • What are some strategies for long-term wealth creation?

    Strategies for Long-Term Wealth Creation should be: Start Early and Be Consistent, Set Clear Financial Goals, Regularly Review and Rebalance Your Portfolio, Remain Disciplined during Market Volatility. These strategies are general guidelines and it's important to align them with your individual financial situations, risk tolerance, and goals.

Financial Planning Survey Form

All information is kept in strict confidence and is used to determine your personal needs and requirements so that we can provide you with a personalised financial plan.

    STEP 01
    STEP 02
    STEP 03 Loans
    STEP 04 Investment Details
    STEP 05 Tax Planning
    STEP 06 Pending Goal
    STEP 07 Retirement Planning
    STEP 08 Insurance Cover