Designing of the INVESTMENT PORTFOLIO with due consideration to each and every Goal in life, basic and desirable. Quantifying the amount required at different stages of life and creating an investment plan where the client is financially equipped to achieve all the goals and lives financially free till the last breath of their life.
Children Education Planning
Children Marriage Planning
Dream House Purchase Planning
Retirement Planning
Medical Planning
Untimely death Family Planning
Regular Vacation Planning etc.
Mobile Purchase and Regular Upgrade Planning
Car Purchase and Regular upgrade Planning
Second home or weekend home planning
Charity and Donation Planning
Plan for some substantial gifting etc.
Unplanned expenses not expected with no timeline defined
Medical
Travel
Pandemic like lock downs etc.
