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Financial Planning

     Higher levels of education, development of metros and creation of nuclear families have led to evolution of an entirely new investor community, which is more aware more, more demanding and more focused towards life. With this, the importance of professional financial planning services is gaining increased importance among investors. A positive bend is seen in the investor community towards focused savings and planned investments on a large scale in India as across the globe.

NJ Financial Planning Nest is a dedicated platform for Financial advisors and Financial planners that provides an extensive interface for creating, managing and monitoring complex financial plans based on different financial planning objectives. NJ FP Nest helps automating creation of complex financial plans and keeping track of multiple financial plans for multiple goals / requirements of different clients through an easy to operate / understand interface, the NJ FP Nest Desk.

NJ FP Nest improves experience of financial planning for advisors / planners by taking over commonly performed tasks and calculations and seamlessly integrating different investment avenues / products to provide comprehensive financial plans. The FP Nest equips advisors with quality, comprehensive financial tools and analysers that help them create quality financial plans with ease. Further, the objective / goal oriented planners in FP Nest add immense possibilities and potential to the core process of financial planning.

The smart technology platform and extensive tools and reports available from FP Nest helps advisors to build a more determined and confident approach to financial planning, and helps them leverage from existing resources and clients to build up business. NJ FP Nest is completely integrated with client desks and FP Nest Desk which helps advisors create and publish financial plans directly to the client desk of the client.
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