FINANCIAL Mentoring

Financial mentoring is a comprehensive exercise wherein your current financial situation will be evaluated along with your goals and aspirations. A detailed plan will be made which will take care of your investment needs, insurance and tax planning.

Our Comprehensive Financial mentoring Service includes -

  • Assessing your Contingency Requirement
  • Assessing your Life Insurance Requirement
  • Restructuring your Existing Loans
  • Review of Existing Mutual Funds,equity,property,Gold etc...
  • Review of Existing Insurance Policies (Both Life and General)
  • Future Cash Flow Analysis (Family Budget)
  • Planning for Financial Goals such as House Purchase, Child Education, Child Marriage, Vacation, Retirement etc.
  • Fresh Recommendation on Both Life and General Insurance Policies
  • Action Plan
ONE TIME CONSULTATION

Do you have questions related to Financial literacy & Knowledge coaching Programme, Financial Planning, Tax Saving, Investment Options, Saving Instruments, etc?
We will answer all your queries.

ASK THE EXPERT: NRI SERVICES

Do you have questions related to Financial literacy & Knowledge coaching Programme, Financial Planning, Tax Saving, Investment Options, Saving Instruments, etc?
We will answer all your queries.(For NRI only)

TAX PLANNING

By doing tax planning much in advance you can save a handsome amount in taxes and wrong investment decisions. Do not postpone this activity for the last moment. Highly recommended for salaried professionals.