Efficient management of finances.
- Understanding your current financials (income, savings, expenses & investments)
- Identifying gaps and executing suitable strategy.
- Deriving the ideal mix of savings/investment vs expenses
Assistance in building wealth & achieving financial freedom
- One-on-One detailed discussion to understand aspirations
- List down objectives and create the roadmap towards achieving them
- Ascertain the corpus to achieve “financial freedom “
Debt management-getting rid of EMIs
- Understanding the current loans, ROI and debt.
- Prioritizing debt repayments based on cash-flows
- Finalize debt repayment schedule.
Attaining security through insurance
- Understanding the insurance need basis your financial situation.
- Reviewing the current insurance policies-life, health, motor & home.
- Ascertain the appropriate amount & right type of insurance products
Financial Fitness & Portfolio Reviews
- Check your current financial fitness.
- Recommend suitable strategy.
- Post investments, review and rebalance portfolios.
