Consulting

It may be so that you may not want to go for any financial planning or wealth management services as of now but wanted some advice on certain issues. We as a financial planning 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
• Real Estate investing opportunities
• 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.