Financial Planning
Back to Basics
We want to invest, but do we have a plan?
In this session, your Financial Advisor will revisit the basics of building a structured plan to achieve your financial goals at the soonest.
Portfolio Evaluation
Using appropriate financial tools, we will assess your current financial habits. This will enable us in identifying your spending, saving, and investment patterns and determine how to most profitably manage your resources.
Restructuring
Following the evaluation, we will advise a strategy that will restructure and organize your financial behavior pattern to meet your targeted goal.
Goal Setting
Discuss and evaluate your short-term and long-term financial goals.
Expense Assessment
To better understand your spending habits, we will study your personal expenses post taxes and estimate your financial assets, incomes, and obligations.
Budget Management
Create a budget for a specific time period that will guide you in prioritizing your expenses.
Savings Enhancement
Help you increase your savings and identify the right investment instrument to achieve your financial goals.
Mutual Funds
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Bonds
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Equity
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Life Insurance
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Health Insurance
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Vehicle Insurance
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General Insurance
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Annual Tax Planning
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Capital Gain Tax
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Will Creation
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House Loan
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Vehicle Loan
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Personal Loan
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Education Loan
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Our Other Services
Individual Portfolios
If analysing your entire Financial Journey is too over whelming, we offer services to review individual Portfolios such as Investments, Insurance and Liabilities.
Tax Planning
Are you aware of all tax saving plans and have you used them effectively for better savings? We not only offer Tax Planning for salaried employees but cater to Business Professionals and address Capital Gain Tax.
Will Creation
You work hard to amass your wealth but may have ignored to create a much needed will. We offer in-depth Estate Planning services to ensure all your hard earned savings reach to the right heirs.