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Wealth Management

Wealth management caters to individuals with assets to provide investment management services that preserve and increase wealth. Wealth management services combine financial and investment advice as well as legal and estate planning based on your personal criteria and financial goals.

Asset allocation and portfolio planning is critical to successful investing. Asset allocation is the foundation to a strong portfolio and has a positive impact on your overall performance. Not only does asset allocation mix of stocks, bonds, cash and other asset classes, but it incorporates market assumptions, future trends, and historical performance so your portfolio does not remain static. Portfolio planning and investing consider events such as estate planning, capital gains implications, and retirement planning when designing your individual portfolio. It gives you an increased level of integrated strategies to successfully manage and grow your capital and achieve the financial goals that you’ve set for you and your family. Regular portfolio reviews ensure that your plans are on track. When planning and investing your portfolio funds, consider the following areas of activity and how your portfolio is affected:

• Estate Planning
• Capital and Income Tax Planning
• Personal and Family Protection
• Tax Investment Strategies
• Retirement Planning
• Early Pension Fund Release

The time horizon for your financial goals can be short term, medium term, or long term. Whether your goals are immediate or long-term, designing a fully integrated and personalized financial plan is the best way to ensure capital preservation and financial growth.

For further details, please contact us

Retirement Planning Strategy

No matter your age or income, what you do today may determine the quality of life you'll have in your retirement. Planning both before and after you reach retirement is equally important. To have enough funds to enjoy the golden years, you need to plan and make you’re money work for you now. The sooner you begin planning, the better off you'll likely be in your later years. It is important to determine if you are on the right track to meet your retirement goals.

Since time is your greatest ally in building a secure financial future, the right time to invest in your retirement is now. Let us help you prepare with these flexible retirement solutions.

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Tax Planning strategies

Generally speaking, as your income and assets increase, so does your tax liability. However, you can protect more of your assets by understanding some basic tax saving strategies. Whether its reducing your income, increasing deductions, or taking advantage of tax credits, tax planning includes looking at various tax options to determine the best way to conduct business and personal transactions so that taxes are reduced or eliminated altogether.

Develop the best tax strategies and develop a solid plan for reducing your income taxes. Investments and other transactions provide for a means to lower taxes, reduce your adjusted gross income and owing less tax.

We can offer you a few tax-related financial strategies that may help you keep more of what you earn.

For further details, please contact us

Children’s Education / Marriage Planning strategies

It's the dream of every parent to facilitate the best possible upbringing for their children and assure the best of future for them. As a parent, the most obvious of your dream would be to plan for your children in such a way that all their future requirements are properly taken care of and there is no running around at the time when the actual requirement arises.
Funding for your children's education and wedding is one of the valuable gifts you can give them and it is possible for you to do it in the most uncompromising way. This could be the best asset parents can give to their children.

The best way to start is with a mix of savings in government securities (like National Savings Certificate and Public Provident Fund) and investments in mutual funds and primary equity markets. While the former will give you assured, though low, returns that will multiply every year, the latter will balance it out with a possibility of high growth. The first strategy will help you reduce your risks and the second will put you at higher risks with a probability of higher returns.

Regardless of the method you choose, saving for your child's education and wedding is like any other investment. The sooner you sow these seeds of savings and investments, better are the chances of your money growing into a big enough tree to provide for the future needs of your children.

For further details, please contact us

Insurance Planning Strategy

Insurance, simply put, is the cover for the risks that we run during our lives. Insurance enables us to live our lives to the fullest, without worrying about the financial impact of events that could hamper it. In other words, insurance protects us from the contingencies that could affect us.

So what are the risks that we run? To name a few - the risk on our lives i.e. the worries of replacement of the incomes that we contribute to the running of the household, the risks of medical contingencies (since they have the capability of depleting our wealth considerably) and risks to assets (since the replacement of these can have tremendous financial implications).

Evaluating your insurance needs is part of personal financial planning. Insurance takes care of your unpredictable needs and as these needs can arise at anytime, insurance is extremely important.

For further details, please contact us


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