1) Why should I choose Shri Money Managers?
Shri Money Managers believes in client first with integrity. We help you to accomplish your financial goals while you enjoy your life with peace of mind. We present a wide range of services financial planning, goal based investment planning, retirement planning, tax planning. We aim to give you one-stop solution of all financial needs, so we have wide range of financial services and products. We first analyses objectives (financial goals), then make road map (Financial Plan) and finally provide vehicle (financial products) to achieve these objectives.
2) What is CFPCM Certification?
CERTIFIED FINANCIAL PLANNERCM or CFPCM is an international certification program in the field of Financial Planning, wealth management and financial advisory services.CFPCM certification holders are qualified financial professional who help clients to meet their long-term financial objectives by analyzing their status and setting a program to achieve their goals. CFPCM Certification is a Global Certification and FPSB India is the principal licensing body that awards CFPCM Certification in India.
3) What is financial literacy and why it matters?
Financial literacy is the ability to understand how money works. It refers to the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Without financial literacy it is difficult to attain economic freedom at an individual and community level. We need it to prioritise to take the country into the next phase of growth. ”
4) Why should you start saving as early as possible?
If any student’s exam is after 15 days and he did not prepared for it, then He has to work harder in his preparation, if he had started preparing before 6 month or 12 month before the exam then it will be easier to him. Same theory applies in financial goals, if you want to achieve your financial goal you must start saving and investing as early as possible.
5) What is Inflation? how does it affect your financial health ?
Inflation is the rate at which the prices for goods and services are rising and, consequently, the purchasing power of currency is falling. We can understand it through an example; if the inflation rate is 5%, then a book that costs 100 rupees in a given year will cost 105 rupees the next year and will increase with compounding effect.
6) How can I beat the Inflation ?
“You know that if we want to win from our opponent in a race, we have only option to increase our speed. In this case, if you want to beat Inflation you have to choose financial instrument with give return above the inflation rate.”
7) Should I need of Insurance ?
Just ask a question to yourself, Will your family be able to maintain its current lifestyle after your unexpected death? If your answer is yes, then you don’t need Insurance, but if we think practically about it our answer will be No, they cannot maintain it. So we should protect our family through Insurance to maintain them their current lifestyle.
8) Why should I go through Financial planning process instead of just investing directly in any financial products ?
A famous quote is “Setting goal is the first step in turning the invisible into visible.” In financial planning process, financial planner helps you in setting your goals. Your goal may be immediate, mid-term or long-term goals. All the financial products are made according to your need, So you should follow financial planning before investing in any financial product.
9) How can I get started with Financial Planning?
“you can get started with the help of a financial planner who will help you in determining your goal through some questionnaire session.”
10) Who can solve my tax related issues?
“We have experienced tax and legal advisers, who can help you in all type of tax related issues. ”

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