Our Planning gives you a sense of freedom from financial worries by enhancing the quality of financial life by increased effectiveness in obtaining, using and protecting financial resources throughout the life. It also helps to reduce the uncertainty about future financial needs and resources.

This process involves assessment of financial health checkup through questionnaires and personal meetings.

The Planning services will include;

• Review of current financial status – Assets, Liabilities, Cash Flows, Tax Situation, Investments, Insurance and Financial Risks etc
• Review of current financial goals – Short Term (less than 5 years), Medium Term (6 to 10 years) and Long Term (beyond 10 years) and develop a set of financial goals in consultation with the client
• Analyzing and evaluating financial status
• Developing and presenting Financial Planning Recommendations and/or alternatives
• Implementing the Financial Planning Recommendations(Optional)
• Monitoring the Financial Planning Recommendations
• Annual Tax Return Preparation and Tax Management
• Annual Review after one year of the initial plan and subsequent reviews as and when required.