Business / Self employed

Business People / Self employed

Cash flows can be unpredictable for self employed

Cash flows for Business men/women are not predictive (unlike employees) and are highly impacted by market conditions, customers’ demands and competitive moves. Financial planning for Business persons takes this unpredictability into consideration and requires an approach unique to each type of business, understanding their challenges and capitalizing on their strengths.

Insurance with Married Women’s Protection Act (MWPA) becomes even more critical in this category.

  • Financial Planning
  • Insurance Planning
  • Retirement planning
  • Investment recommendation & implementation
  • Tax efficient planning
  • Liability management
  • Advice on operational matters