This service is offered to people who want a cost effective financial plan with only the main analysis and suggestions. This service includes
» Helping you set your financial goals.
» Preparing the networth statement, Cashflows,etc.
» Analysis of existing insurance policies and suggestions on appropriate risk management.
» Analysis of existing investments and suggestions on appropriate asset allocation and investments.
» Future value corpus calculations of all your financial goals.
» Contingency planning.
» Tax planning suggestions.
This service also includes 1 review in the first year along with advisory support throughout the year.
We believe that in order to be fair with our clients, we will charge as per the level of work that needs to be done. Since each person's needs and situations are unique, we quote a fee only after understanding the requirements.