360o Wealth Advisory Services

Investment Management
  • Goal Based Financial Planning
  • Risking Profiling
  • Investment Stratagy & Asset Allocation
  • Monitoring and Reporting of Investment Performance
  • Loan Advisory & Debt Management
  • Cash Flow Planning
  • Management of Stock Portfolio
Tax Planning
  • Tax Saving Model
  • Tax Co-ordination
  • Maximising Post Tax Returns
Risk Management
  • Insurance Analysis, Evaluation & Recommendation
  • Risk Identification & Mitigating risks related to life, health, critical illness, accidents, professional indemnity
  • Ring Fencing the family from Business Liabilities
Wealth Transfer
  • Succession Planning
  • Involving & Educating Next Generation
  • Trust Administration
  • Charitable Giving
Mentoring
  • Mentoring the family by educating them on investments
  • Behaviour Gap Management
  • Prudent Decision Making
Administration
  • Documentation & Record Management
  • KYCs, FATCA, PAN Cards etc