Financial requirements of different individuals cannot be catered by the same plan. Once a clarity on the client’s financial goals is obtained, a detailed review and analysis of all the facets of the financial situation of the investor is done. This includes gathering information on income, expenses, assets, liability & the surplus amount available for investment. Additional risk profiling is also done which further helps in correct asset allocation. This finally helps to curate the most appropriate ‘health& wellness plan’ for the individual. This ensures that we have the right plan for every financial goal.
We provide comprehensive Financial Planning for the following Categories:
A. Financial Planning – For Residents
B. Financial Planning – For Non-Residents/HNI Clients
C. Financial Planning – For Merchant Navy Professionals