Consulting

It may be so that you want some advice on certain issues. We as a financial planning, investment advisory and wealth management professional firm, at your wish, offer you consultancy/ advice related to various personal finance issues.

Something that worries you...

• Goal setting
• Achieving financial goals
• Cash flow development
• Expense budgeting
• Debt reduction
• Retirement planning
• Retirement income distribution planning
• Investment issues
• Tax planning
• Insurance needs
• College funding
• Mortgage issues

Something you want to discuss upon...

• Gifting strategies
• Car purchase funding
• Existing investment portfolio analysis
• Wealth accumulation
• Estate planning issues
• Divorce financial planning
• Charitable giving
• Wealth transfer to younger generations
• Business funding and management
• Succession planning




Ancillary services...

We can aid / facilitate services as under through other professionals

• KYC application
• PAN card application
• Succession / legal heirship certificate, Power of Attorneys, Wills and Codicils, Deeds, etc.
• Financial accounting, Tax audit, Filing of Income tax returns, Registration and filing returns of GST, Import Export Code, Company/LLP formation, HUF, Trusts, etc.