Services
Comprehensive Financial Plan
- Preparing a tailor-made, easy to understand Financial Planning Report
- Evaluation and analysis of existing investments
- Recommendations and Action Plan
Investment Advisory
- Reviewing your existing portfolio
- Aligning the portfolio with your financial goals
- Suggesting an appropriate asset allocation to suit your risk appetite.
- Recommendation on products suiting your requirements, keeping tax efficiency in mind.
Tax Management
- Reviewing your current tax saving instruments.
- Altering your approach towards tax saving.
- Recommending additional tax saving instruments.
- Exploring various laws, avenues and techniques for further tax saving.
Debt Management
- Reviewing and analysing your total debts.
- Exploring avenues for restructuring the existing debt.
- Guiding you to talk to your financial institutions to negotiate the terms for loans.
- Advising low interest rate products to suit your specific needs.
Giving your financial life focus, direction and organization.
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