Financial Planning

You Financial Plan

Risk Profiling

“The best way to predict future is to create it ” Abraham Lincoln.

Comprehensive Financial Planning is about building wealth through a process and considers the entirety of your financial life, including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. Comprehensive wealth management is a process that aligns your investment strategy with your financial plan.

Your Comprehensive Financial Plan
Should one chase Retirement goal, children education goal or have goal to generate sufficient monthly Income. Well, sounds confusing. Lately insurance companies and other have selling their financial product as one time solution to life goals. Can goals be constant in this complex world? Is it really so easy in real life where both our requirements and financial opportunities change dynamically. Should we bound to one investment vehicle /goal or try to develop holistic financial plan.

We believe rather than chasing goals, one should have comprehensive financial plan to optimize resources. Once you are able to optimize returns in longer run, you have the best chance to achieve your financial objectives. We therefore look to devise a strong comprehensive financial plan with detailed road map, highlighting probable dangers and opportunities to optimize financial wealth in longer run.

“The best way to predict future is to create it ” Abraham Lincoln.

Risk Profiling- Unbiased Understanding of Opportunities, Limitation & Threats

Mr. A, with occupation with uncertain inflows in future likes to take risk in investments. Mr. B, successful in career with good inflows is very conservative. Whether risk ability is one’s choice or should it be based on one’s ability to afford same. We believe, Risk profiling should be based more on ones financial statistics, age and occupation, rather individuals own bias or mindset. In our risk profiling we look to clear your biases and introduce you to the right investment approach based on your financial statistics, age, occupation and plan.

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