| Investment Plan |
Identify investment objectives, cost & considerations to optimise returns using asset allocation strategies. |
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| 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. |
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| Tax Savings Advice |
Assists in Personal taxation matter such as identifying tax efficient investment instruments & tax computation. |
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| 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. |
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| Progressive Life Stage Financial Plan |
Customized Individual Financial Plan to cover unique life goals – present & future based on Risk profile, cashflow & current financial situation. |
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| Loans & Liability Review with Management Plan |
Identifies opportunity for reducing rates & outgo. |
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| Risk Cover & Insurance Review |
Reviews suitability of current covers & determines for the family, the amount of Insurance protection and/or medical insurance cover required. |
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| 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. |
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| 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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