SERVICES
Comprehensive Financial Planning Services including:
1. Investment Advisory and Portfolio Management.
2. Risk Management and Insurance.
3. Tax Planning
4. Retirement and Estate Planning
5. Goal based financial planning derived from client's risk-return matrix
The Financial Planning Process
1. Establishing the client-planner
relationship
2. Gathering client data and
understanding their goals
3. Analysing and evaluating their
current financial status
6. Periodic Monitoring and Review
of the plan with client
5. Implementation of the financial
plan
4. Developing a comprehensive
360 degree financial plan
Choose a plan that suits your requirement
One Time Financial Plan
Meeting in order to understand your financial goals & analyse the current financial health.
A complete financial plan will be prepared based on the specific requirement, and implementation guidance will be provided.
No regular follow ups will be provided under this plan except for one review at the end of 12 months.
Our Charges
Rs. 10,000 one time charge
Meeting to understand your financial goals, current financial health and delivering a tailor made plan suited to your requirements.
Subsequently implementation help will be provided on a regular basis along with investment tips throughout the year. A monthly newsletter to keep you abreast of things you need to know in the financial markets.
Plus one-on-one review meetings will be done on a quarterly basis with the clients.
Our Charges
Investable assets below 1 crore =
0.5% of assets per annum
Investable assets above 1 crore =
Flat fee of Rs. 50,000 per annum