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
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.
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)
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.