SERVICE OFFERINGS

Insurance

Insurance

Insurance is not only about having many policies its more about having the right one. The one which will ensure your family happiness even when you are not there. Choosing it wisely is very important.

Investment Planning

Investment Planning

Once you have enough money to take care of emergencies, you should start investing your money. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth and balance. It is done to increase your financial resources.

Child Future

Child Future

It should be done as soon as the child is born. However, it is never too late. It is generally done to secure your child's education and marriage. The expenses are rising everyday whether education on marriage and a defined strategy will help achieve goals.

Tax Planning

Tax Planning

It is done to reduce tax liabilities. By calculating gross annual income and calculating taxes payable and then minimizing taxes by choosing right tax saving schemes and right investment mix is needed. It also takes care of Capital Gain Tax.

Risk Management

Risk Management

Protecting you and your loved ones against potentially devastating, unforeseen events is at the foundation of any sound financial plan.

Financial Counselling

Financial Counselling

Questions need an answer. This help you understand terminologies and be comfortable with the same.

Loan/Debt Advisory

Loan/Debt Advisory

Home Loan, Personal Loan, Credit Card, Overdrafts, Vehicle loan, Business loan, Mortgages etc are very common today. I offer you solutions to synchronise repayments and solutions to manage the quantum of Debt.

Retirement Planning

Retirement Planning

It says that your working period is almost equal to your retirement period. Retirement planning is done to secure life after retirement by managing funds for needs post retirement and maintaining standard of living.

Cash Flow & Budget Planning

Cash Flow & Budget Planning

Advise on how to manage money and not let money manage you. Analyse your cash flow and uncover funds for suitable investments.