Meeting timelines, Striking work and life balance, giving children the best education and right values, taking care of elderly parents etc. These are responsibilities big enough to keep you on your toes along with what takes most of your time…. Earning a living.
Investing savings wisely is as important as earning a living, but lack of time and also necessary expertise puts this important take a backseat. Investment planning is something that cannot be replicated as it is from someone else.
Investment planning has certain common aspects for all employees across sectors, age groups and hierarchies like the need for saving taxes as per Income Tax Regulations, and availability of regular and predicable cash flows despite job related stress and uncertain employment market.
However, there could be unique aspects too, either sector specific or based on socio economic status. We spend a lot of time talking to people understand them before arriving at recommendations, on
- Financial Planning
- Insurance Planning
- Retirement planning
- Investment recommendation & implementation
- Tax efficient planning
- Liability management
- Advice on operational matters