Services we Offer
- Goal based investment solutions:
- Regular assessments to monitor the progress of your investments towards your goals.
- Ability to modify investment strategies as goals evolve or life circumstances change.
- Diversification across various asset classes to manage risk while pursuing growth.
- Comprehensive financial planning:
- A customized plan based on your income, expenses, and life goals.
- Balances investments across various assets to manage risk effectively.
- Regular reviews and updates of the financial plan to adjust for life changes or market trends.
- Tax planning:
- Utilizing deductions under Section 80C for investments like PPF, ELSS, etc.
- Investing in Tax-Saving Fixed Deposits under Section 80C for tax benefits.
- Availing tax benefits under Section 80CCD for contributions to NPS.
- Will and Estate Planning:
- Detailed strategies tailored to your financial situation and family dynamics.
- Ensures all documents are compliant with applicable laws and regulations to avoid disputes.
- NR Investments and Taxation:
- Tailored financial plans for Non-Resident investors considering their specific needs and goals.
- Expert guidance on minimizing tax liabilities in compliance with Indian tax laws.
