You will get an integrated view of where you stand in your personal finances and where you want to be. We will identify the strengths and weaknesses in your finances, understand your needs and aspirations and how achievable they are. This is your first step to achieving financial freedom!
You can choose to decide on the asset classes you want to invest. Our advisers will develop an asset-allocation plan and build your investment portfolio optimising the risk and the expected returns. We will your portfolio on a continuous basis. Required actions and changes are done based on investor requirement and market changes. You will get Online login to view your investment portfolio and will also have periodic calls or meetings with your investment adviser.
We will address your tax queries, plan your advance tax and help in filing your individual tax returns.
We will help you set up an estate planning framework for transition of your estate assets to your legal heirs. This could also involve creation of Trust and other related legacy planning framework.