WEALTH MANAGEMENT

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Investment Planning

  • Goal-Based Financial Planning
  • Risk Profiling
  • Investment Strategy & Asset Allocation
  • Monitoring and Reporting of Investment Performance
  • Loan Advisory & Debt Management
  • Cash Flow Planning
  • Management of Stock Portfolio

Tax Planning

  • Tax Planning
  • Tax Co-ordination with your CA
  • Capital Gain advisory

Insurance Planning

  • Insurance Analysis, Evaluation & Recommendation
  • Risk Identification & Mitigating risks related to life, health, critical illness, accidents, professional indemnity
  • Ring Fencing the family from Business Liabilities

Estate Planning

  • Succession Planning
  • Involving & Educating Next Generation

Document Management

  • Documentation & Record Management
  • KYCs, FATCA, PAN Cards etc