Personal Wealth Management Services
Initial interaction for 2 hours to build the wholistic wealth management plan
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
We give portfolio advice in direct equities for the given allocation to the risk profile built
Pricing - 5000/-
We give portfolio advice in direct equities for the given allocation to the risk profile built
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
We give portfolio advice in direct equities for the given allocation to the risk profile built
Pricing - 1% P.A. on AUA
We give solutions to all your financial puzzles when the need be
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
Pricing - 2500/- per hour
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
We help you plan your taxes and file the returns through our associate practicing Chartered accountants
Pricing - As applicable
Details
What is wholistic wealth management plan?
Wealth Management Plan helps you navigate through your finances by factoring in the goals, risks and current net worth positioning
Goal Management talks about your aspirations in financial terms and will plot the path for you to achieve the same till the end of your expected life
Risk Management details all the risks you are facing and the counter plan to minimize them to protect you and your family in case of eventualities
Net worth Management explains how you are positioned across various asset classes and how we can optimize your returns by efficient allocation to various asset classes
What is Portfolio Advice?
We help you invest in to equities to achieve our goals as prescribed by our plan document
We will give you a structured advice on how to invest in to direct equities with appropriate risk management framework in place
What is Financial Puzzle ?
If you are in a dilemma of choosing an investment decision, we can help you with all the dynamics of the decision. With this dynamic analysis on risks and rewards with fitment to your risk profile, you can take an informed decision
What is Tax Planning and compliance?
We will advise to optimise your taxes and also help you file the compliances as required by IT Act