Our Servcies

COMPREHENSIVE FINANCIAL PLANNNING

In order to achieve a 360 degrees view of your present financial status and your clear road map to achieve your financial goals, it is very important that you get a comprehensive financial plan done through a qualified financial planner.

OUR COMPREHENSIVE FINANCIAL PLANNING SERVICE INCLUDES

1. Analysis of present financial status based on the information given by you.
2. Advice on contingency planning for unpredictable situations
3. Insurance need analysis and advice on suitable cover required
4. Advice on your Existing Portfolio
5. Goal setting and advice on revised portfolio
6. Detailed written financial plan
7. Action Plan (summary and specific actions recommended)
8. Implementation of the Action Plan.
9. Periodic updates and relevant news sharing
10. Reminders (SIP, PREMIUM, TAX)

OUR EXPERTISE:

Advisory on All Asset Classes: We are a single Window for all the products [eg: Mutual Funds, Insurance, Gold ETFs, Bonds, Real estate, will*, trust*, power of attorney* and more].We can recommend you the products& also assist you in investing in these asset classes according to the term and nature of your goal.
*service fees of a lawyer shall be charged separately.