Customised Financial Solutions

Over the past decade, the conventional approach to Retirement Planning has changed drastically in line with our post retirement needs.

The old approach used to rely heavily upon our accumulated savings during our working years. The focus of present-day planning is to ensure a Reliable Retirement Income regardless of how one lives. This means savings and investment strategies need to be appropriately tuned to have a clear view of the amount of corpus that would be available and how well one can continue to rely upon it throughout the retired life.

Insurance Planning, to us, revolves around offering Financial Protection. We look at Insurance in the wider context of Personal Financial Planning.

We believe understanding your insurance needs requires careful consideration of factors such as the stage of your Economic Life Cycle, your current Cash Flows, and years to Retirement. We review each of the above elements of financial planning before offering you our suggestions on your insurance needs and best available competitive plans. To know more about your insurance needs, please refer to our Insurance Need Questionnaire. See Sample Insurance Need Questionnaire here.

We help clients obtain loans of various types after a thorough assessment of their financial requirement

We work through by preparing Cash Flow statement and arriving at the amount of loan required. Through our tie-ups with specialists in the business, we prepare documents and follow this up with the Mortgage providers i.e. Banks and Financial Institutions. We counsel SMEs in Liability Management by laying down a path through which businesses can manage their cash flows and borrowings.