Financial Roadmap
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to his family, his income, his expenses, his assets, his liabilities, his life and health risk covers and his nature of profession. We try to help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
Managing investments
After constructing the Financial Roadmap, we implement investment strategies. On arriving at a consensus with our clients we help our clients investing in portfolios of mutual funds designed exclusively for their specific financial goals. Through our sophisticated platform we track progress of those investments made so that we intervene if there is too much divergence from the expected rate of return assumed for various financial goals. We proactively recommend and implement tactical changes in the portfolios on pre-empting adverse market and economic conditions. We review portfolios half-yearly.
Improvising risk management solutions
Through methods like human life value factor and income replacement method we assess the life cover our clients must have so that if he dies prematurely his family should not face any challenges in sustaining their lifestyle and also in accomplishing their financial goals. We help our clients in availing a suitable life cover. We also help our clients in availing a suitable personal accident cover and also a comprehensive health insurance cover for his family.
Efficiently Managing Debt
We help our clients in reducing their liabilities by refinancing their debts at a lower rate of interest and most importantly by constantly engaging with them in terms of controlling their expenditures. Our engagement process has helped our client in rationalising their lifestyle hence in avoiding unnecessary liabilities.
Managing strategies
We design portfolios based on client’s investment horizon, investment objectives and most importantly risk tolerance. We track progress of the investments aligned to various financial goals and intervene if necessary. We make tactical changes in the portfolio based on market conditions. By closely managing strategies outlined in the financial roadmap we have been helping our clients in achieving their financial goals.
Tax Planning
Planning to minimise tax liabilities is an integral part of our strategy.
Tax filing
We help our clients in filing their Income tax returns through our network of experienced Chartered Accounttants.
Estate Planning through Network
We help our clients in drafting and registering a will so that client’s assets can be distributed to their legal heirs and others as per his wish after his demise. We help our clients in drafting and registering their will through our network of attorneys.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.
We create a Financial Roadmap for our clients after gathering all the necessary information pertaining to their family, income, expenses, assets, liabilities, life, and health risk covers and the nature of their profession. We help him visualise and rationalise his financial goals. We also try to scientifically gauge his risk tolerance. After assimilating and analysing all the information we create a ‘Financial Roadmap’ for our clients. Financial Roadmap plays the role of a bridge between his current situation and his financial goals.