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FINANCIAL PLANNING
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Investment Planning
Insurance Planning
Retirement Planning
Tax Planning
And many more….(as per the Financial GOALS of our clients)
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ADVISORY SERVICES
There are so many changes happening everyday in the financial
market place; new schemes, new regulations and so on. We are
there to answer all your queries.
Queries related to Investments
Mutual Funds
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Which scheme to invest in, benefits of SIP, STP, SWP
and so on.
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Review of investments in mutual funds from time to
time.
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Identifying top performing funds.
Small
Savings
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PPF, NSC, FDs, other post office savings – Which one
suits you well?
Structured products
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What are its pros and cons? How it works? Do you need
it?
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Queries
related to Insurance
Life
Insurance
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Term Insurance, traditional products, ULIP's – what are the
hidden cost, how it works, how good is ULIP for investments
and so on…??
General
Insurance
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Health insurance
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Cost benefit analysis
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Accidental insurance, travel insurance – do you need it?
Queries related to Tax
Expert
opinion on
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How to reduce your tax liability?
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Tax implications of any investments made?
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Products eligible for 80C, 80D and so on.
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Issues related to tax filing.
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