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What is FP Nest ? |
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The FP Nest would enable you, as financial advisors, to create quality, comprehensive financial plans for your clients. The FP Nest has enormous potential to value-add your existing services. You may now use FP Nest to differentiate further from your competition and offer true, financial planning solutions to your clients. Using the available financial plans, you may strategise your sales pitch and link it to financial goals to create a greater impact on your clients.
Products Available:
NJ FP Nest has various tools that will ease your work with regards to financial planning. We have separate planners according to your needs like
- Simplified Financial Planning is typically for clients having family, with multiple goals such as purchasing a house, car, child’s education, their marriage and your retirement planning for securing your financial future.
- Insurance Planner – As a part of complete Financial Planning we realize that Insurance Plan is a must in every one’s portfolio so we have dedicated a separate planner where you can plan life of your dependents even after your existence.
- Required Returns Planner – According to the specific goals of an individual he/she decides as to what amount of money will be required and when so for getting that specific amount at the right time we need to estimate the rate of return that will be required to generate that amount.
- Individual Goal Planner – Here single goal will be concentrated and worked upon.
As a helping hand to all these products NJ FP Nest is equipped with various tools like
- Present Value of single amount
- Present Value of annuity
- Present Value of irregular cash flows
- Systematic Investment Plan Present Value and Future Value
- Future Value (growing)
- Future Value (decreasing)
- Weighted average expected return
In this is just the beginning NJ FP Nest is under constant upgradation where in very recent future you will be able to…
- Map your clients investments to the goals/plans
- Reports for monitoring the planned vs. actual progress of the goals/plans
- Cash flow based comprehensive Financial Planning