Our Services

Services we provide

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Children Education Planning

As parents, there are hardly any stronger aspirations than providing the best of everything for your children. It is the dream of every parent(s) to facilitate the best possible upbringing for their children and assure the best of future for them. But whether the dream will be realised or merely remain as a dream have to cross the bridge of multiples realities.

Personal Financial Plan

For many people, engaging in financial planning is not the thing for them, simply because they are used to living a day as it comes. Not making a budget, no matter how much money one has got, is at best building castles in the air. Financial Planning is about assessing a business or person’s objectives and profile and finally developing a plan for the future.

CORPORATE FINANCIAL MANAGEMENT

What is more valuable than the numbers sitting in your accounting system? Numbers without business sense are meaningless. They are just like raw meat without taste and it is difficult to digest. So, they need to be “cooked” to satisfy your appetite.

Investment Risk Profiling

Know yourself? The first thing about learning how to invest in the stock market is to know what kind of investor risk profile you have. In so doing, you will determine how best to asset allocate your savings among various asset classes. Investing is a way to make your money work for you so that you can take calculated risks for the promise of a better reward. Get a Financial Adviser to find out your investment risk profile.

Estate Planning

Many people may believe they do not need estate planning because they are not millionaire and they do not have much estate. However, do you need to take care of your aging parents, your spouse, your minor children or other dependents upon your demise? Whether you know it or not, you already have an estate plan.

Insurance Planning

Insurance is an important component of any financial plan. An insurance program should be part of your plan to protect against the risk of unexpected financial losses. With insurance, you transfer the risk to another party. That party bears the risk (potential loss) that you are protecting yourself against. Without insurance, you retain the risk (potential loss) within yourself.