How do we empower families
Cash Flow Analysis
Cash flow analysis is the basic activity in financial planning. We analyse client’s cash inflow and outflow or the income and expenditure. Cash flow analysis guides in setting the road map for empowering the client in achieving goals or objectives.
Retirement Planning
Retirement life has its own challenges. We help our clients in managing this crucial event in life. Safety, liquidity and return are of utmost importance while planning for retirement.
Liability Management
We figure out the optimum borrowing or liability scenario suiting the client’s profile. We advise the client for selecting the least cost liability option, and take mid-course corrections. This helps in keeping the liability always under your control.
Risk Management
Managing the eventualities in life, be it life or medical emergencies, is inevitable part of financial management. We equip our clients to manage these risks through tailor-made advices.
Goal Planning
Life goals of the client can be both financial and non-financial. Goal planning helps in drawing long-term and short-term goals in simple and clear terms, and estimating them with the finance or cash required to achieve them.
Periodic Review of Portfolio
Periodic review checks the progress towards achievement of the client’s Goals. This is more relevant now in the dynamic world that we live in.
Tax Planning
Tax affects our effective income. Proper tax planning helps in maximising effective income.