Comprehensive Fiancial Planning

SAMPLE REPORT

Investment Planning:

Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. It includes risk profiling, creation of investment portfolio, asset-allocation, creation of wealth, periodical review and re-balancing.

Retirement Planning:

It is the biggest component of Financial Planning as your working period (Accumulation Phase) & Retirement period (Distribution Phase) are almost equal. We will help you in planning your retirement. We will help you in creating a portfolio which will take care of your lifestyle expenses. We will help you in taking care of your future expenses like Children’s Education, Buying House etc.

Child Future Planning:

It is done to secure your child's future by arranging funds for his higher education and marriage. It should be started as soon as your child is born. The expenses for education and marriage are rising everyday and we will help you formulate a defined financial strategy to achieve these goals.

Tax Planning:

Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax. This is done by legitimately taking advantage of all tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals.

Insurance Advisory & Risk Management:

Protecting you and your loved ones against potentially devastating, unforeseen events is at the foundation of any sound financial plan. We will analyse your existing protection through Term & Health insurance and will recommend additional coverage if required.

Estate Planning:

We generally associate estate planning with people who have tons and tons of money and horde of relatives hungering after it! But what we need to realize is that No matter what your net worth, it's important to have a basic ESTATE PLAN in place.

Estate Planning is all about protecting and transferring your wealth to your next generation. It is done with the help of wills, trusts and other strategies. We help you answer the following questions;

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