Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them. Goals-based planning expands your focus into all aspects of your clients financial life and eliminates the retirement-only focus Definition of 'Tax Planning Funds' Definition: Tax-planning funds cater to the investors' need of minimizing tax burden on the returns from investments. They are also called equity-linked tax saving funds or ELSS. ... Also See: Section 80C, Tax Planning. Systematic Withdrawal Plan. Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth. Systematic Investment Plan (SIP) is an investment vehicle offered by mutual funds to investors, allowing them to invest small amounts periodically instead of lump sums. Term plans are typically low cost insurance plans that provide full protection and financial stability to your loved ones in case of any unforeseen events.We have a variety of term insurance plans and policies in India to best meet your needs