Our Services

We have experience for all sorts of financial planning

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Wealth Management

Wealth management combines financial planning and investment strategy to sustain and grow your wealth. Alongside investment management, it encompasses retirement planning, inheritance tax and estate planning, and more.

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Investment Planning

Investment planning is the process of identifying financial goals and converting them through building a plan. Investment planning is the main component of financial planning. The investment planning begins with identification of goals and objectives.

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Retirement Planning

Retirement planning is the process of setting retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.

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Child Education Planning

Child education plans offer a payout at maturity or within the policy tenure, ensuring a financial corpus for your child's future education needs. Child education plans also safeguard the child in the event of the death of the parent or policyholder during the policy tenure.

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Child's Marriage Planning

Planning for children's marriage starts when the children are young. You must save and invest as early as possible to give the money the time to grow into a large corpus. You must choose an investment that offers return above inflation over the long term.

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Estate Planning

Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate – be it property(s), car(s), personal accolades, financial investments, etc. – you want to pass on to whom and how, after your demise.