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Investment Plan Identify investment objectives, cost & considerations to optimise returns using asset allocation strategies.  
Investment Portfolio Analysis with Financial Review Review of existing investments, identify & advise plan of action instrument wise with due consideration to risk profile and current financial situation.
Tax Savings Advice Assists in Personal taxation matter such as identifying tax efficient investment instruments & tax computation.  
Retirement Income Plan Helps in creation of Retirement Corpus by adopting a strategy of accumulation & growth and Investment of retirement corpus for meeting post retirement income needs using earning & consumption life cycle.
Progressive Life Stage Financial Plan Customized Individual Financial Plan to cover unique life goals present & future based on Risk profile, cashflow & current financial situation.  
Loans & Liability Review with Management Plan Identifies opportunity for reducing rates & outgo.
Risk Cover & Insurance Review Reviews suitability of current covers & determines for the family, the amount of Insurance protection and/or medical insurance cover required.  
Succession & Inheritance Planning Assists in transfer of assets according to a plan in a timely manner with minimum legal complications & tax implication to legal heirs.
Plan Monitoring and Ongoing advisory Ensure that your plan continues to meet the identified goals & objectives and make any necessary adjustments/rebalancing. Monitoring assists in financial decision making and effective personal finance control.  

 

 

 

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