Services
We offer comprehensive financial planning and goal based financial planning advisory. Our advice focuses on your financial goals and aligns your income, expenses, assets (investments) and liabilities (borrowings) towards achieving the goal.
While preparing the plan our focus is on:
- Wealth Protection
- Wealth Accumulation
- Wealth Distribution
Areas which we consider for planning are:
- Financial Goals statements
- Cash-Flow statement (Family Budget)
- Net-Worth (Balance Sheet)
- Contingency Planning
- Risk Management & Insurance
- Debt Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax advisory