Investment Planning

How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case. - Robert G. Allen.

Investment planning is all about marrying the investors risk profile with that of the investment vehicle that he seeks, to ensure that they are aligned. Based on the assessment, the client is advised based on the best of the curated investment options that can serve his investment needs so that his investment experience will be in line with his expectations.

Tax Planning

There are only two things certain in life, Death and Taxes - Benjamin Franklin.

The investment options need to be done in a manner in which it is optimised for tax so that the person enjoys the greatest growth in his investments and monies with the least tax impact. Moreover we also advice on special events with large tax impacts like sale of properties, sale of shares( esp ESOPs), Sale of Businesses etc.. We work with the CA of the client to ensure that the tax aspects are optimised in all these transactions.

Financial Planning

“If you don't design your own life plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.” - Jim Rohn.

If you don’t plan, the objectives, targets, and goals remain an ever-elusive dream. Millions of people keep dreaming about various things in life, but without a PLAN they will remain just that... A DREAM.

What is a Financial Plan?

A financial plan is the task of understanding where one stands financially and then charting out the financial goals for various stages of life i.e. Retirement, Children’s college Education, etc. and ensuring that the resources can be deployed today in order to meet those future needs.

Estate Planning

Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you might think. - Suze Orman.

It all about ensuring that all the investments are made in a manner in which the transition to the next generation can be done quite easily. It involves planning investments, as also helping clients create a Will or trust or any other legal documentation necessary to ensure that their investments pass seamlessly to their next generation. Including assisting the next generation to take charge of the assets left by their parents.

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