Personal Finance Consultation:
Ask your personal finance questions. No Investment Advice shall be offered. If the consultation exceeds 30 minutes, you will have to sign up for another consultation. Fee is non-refundable*.
Personalised Financial Health Check Programme:
We assess your risk tolerance level, current cash flows, net worth and life stages goals. It gives you a snapshot of your current financial status. It gives you a clear vision for your personal finance.
Personalised Towards Better living Programme:
Establishing and defining the client-planner relationship – The financial planner explains or documents the services to be provided and defines his or her responsibilities along with the responsibilities of the client. The planner explains how he or she will be paid and by whom. The planner and client should agree on how long the relationship will last and on how decisions will be made.
Gathering client data and determining goals and expectations – The financial planner asks about the client’s financial situation, personal and financial goals and attitude about risk. The planner gathers all necessary documents at this stage before giving advice.
Analyzing and evaluating the client’s financial status – The financial planner analyzes client information to assess his or her current situation and determine what must be done to achieve the client’s goals. Depending on the services requested, this assessment could include analyzing the client’s assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
Developing and presenting the financial planning recommendations and/or alternatives – The financial planner offers financial planning recommendations that address the client’s goals, based on the information the client provided. The planner reviews the recommendations with the client to allow the client to make informed decisions. The planner listens to client concerns and revises recommendations as appropriate.
Implementing the financial planning recommendations – The financial planner and client agree on how recommendations will be carried out. The planner may carry out the recommendations for the client or serve as a “coach,” coordinating the process with the client and other professionals such as attorneys or stockbrokers.
Monitoring the financial planning recommendations – The client and financial planner agree upon who will monitor the client’s progress toward goals. If the planner is involved, he or she should report to the client periodically to review the situation and adjust recommendations as needed.
- Regular and Personalised Towards Better Living Programme through assessment of financial situation.
- Assessment of risk profile.
- Evaluations of life stages goals like child education, child marriage, retirement goal etc.
- Review current investments and financial assets.
- Customized Asset Allocation.
- Cash flow and Net Worth analysis.
- Investment products review and recommendations.
- Life and Health Insurance recommendation.
- Tax Planning.
- Implementation of financial plan.
- Review and monitor recommendations periodically.
Estate planning is the process of determining what will happen to your assets when you pass away or become incapacitated. Good estate planning will ensure that your assets are appropriately distributed and that your loved ones will continue to be taken care of in the event something happens to you. When planning your estate, you could use tools such as a will, setting up trusts, establishing power of attorney, and other special structure vehicles. Everything you own or would own after your death forms part of your Estate. When you plan for your Estate you decide what goes to whom, when, how?
The Estate Plan is an essential document and primary level of Estate Planning. Estate Plan allows you to protect and provide for those you care about after you have passed away or for yourself if you become incapacitated. It includes Will, Power of Attorney, Letter of Guardianship. It allows Identify someone you trust to make decisions for you if you become incapacitated, Specify who will care for your minor children if you’re unable to do so, Specify who will care for your specially-abled child if you’re unable to do so.
Many time the question arise that who need the Estate Planning? The simple answer is “YOU”. If you’re young and single, you may need only a few relatively simple items, like nominations, ‘Financial Power of Attorney’ & a ‘Pour over Will’. If you are married, you might require ‘Mirror Wills’. If you have children, you need a ‘Letter of Guardianship’ to name a guardian. If you have substantial wealth, you may need one or more trusts to help control how your assets are taxed, managed, and distributed
We provide Comprehensive services related to your Estate:
- Will Writing, Will Safekeeping, Will Executorships, Will Administration, Will Review and Revision, Will Probate.
- Trust Deeds for Minor Trusts, Special Child, Business Value Protection, Credit Protection, Regular Trust, Special Child Trustship and other trust related services.
- Letter of Administration, Letter of Succession, POA Drafting and Safe Keeping.
- Estate Planning Advisory Services.
- For Fees related to Estate Planning, kindly contact at Email: firstname.lastname@example.org , Mobile: +919825747771