Finance and Wealth Management Services
Holistic financial planning, investment advisory, and asset management services to grow and protect wealth. Covers portfolio diversification, tax optimization, retirement planning, estate management, and risk mitigation—tailored to individual and institutional goals
Chartered AccountantCost & Works Accountant
11 services under Finance and Wealth Management
Real Estate Investment Advisory
Residential/commercial evaluation, REITs vs physical assets, rental yield analysis, home loan optimization, redevelopment advisory, property tax planning, joint ownership structures, location feasibility studies, capital appreciation projections, second home strategies.
Estimated Cost : ₹0
Debt Management & Loan Advisory
Debt consolidation strategies, prepayment vs investment analysis, loan restructuring, credit score improvement, balance transfer evaluation, debt-to-income optimization, business loan advisory, education loan planning, mortgage refinancing, guarantor risk assessment.
Estimated Cost : ₹0
Estate & Succession PlanningPromotional
Will drafting, trust creation, inheritance tax mitigation, nomination guidance, probate assistance, joint holding structures, family constitution, gift deed preparation, power of attorney advisory, charitable bequests.
Estimated Cost : ₹0Concessional Price
Financial Planning & Management
Goal-based wealth strategies, emergency fund planning, education funding advisory, insurance adequacy analysis, net worth tracking, financial health assessments, cash flow forecasting, lifestyle goal mapping, inflation-adjusted planning, financial roadmap creation.
Estimated Cost : ₹0
Wealth Monitoring & Reporting
Consolidated portfolio tracking, performance attribution analysis, customized dashboards, annual wealth reviews, benchmark comparisons, risk-adjusted return reporting, tax liability projections, asset correlation analysis, family office reporting, goal progress tracking.
Estimated Cost : ₹0
Budgeting & Cash Flow Management
Income-expense tracking, surplus investment mapping, lifestyle inflation checks, goal prioritization, EMI planning, windfall management, irregular income structuring, expense categorization, financial discipline strategies, emergency liquidity planning.
Estimated Cost : ₹0
NRI Financial & Taxation Services
NRO/NRE account guidance, repatriation planning, DTAA benefit claims, FEMA-compliant investments, NRI loan advisory, foreign asset reporting, NPS/NRI FD strategies, inheritance tax planning, offshore portfolio management, cross-border wealth transfer.
Estimated Cost : ₹0
Mutual Funds & SIP Advisory
Scheme selection (active/passive), STP/SWP planning, tax-saving ELSS, performance benchmarking, index fund allocation, sector/thematic funds, fund manager tracking, exit load optimization, dividend vs growth options, hybrid fund strategies.
Estimated Cost : ₹0
Tax Planning & Optimisation
Tax-efficient investments, capital gains harvesting, HRA/80C optimization, tax-loss harvesting, business income restructuring, charitable giving strategies, advance tax planning, dividend taxation, NRI tax compliance, audit risk mitigation.
Estimated Cost : ₹0
Investment Advisory & Portfolio Management
Asset allocation strategies, equity/debt research, alternative investments (REITs/AIFs), portfolio rebalancing, risk profiling, SIP/STP planning, direct equity selection, PMS evaluation, sector rotation strategies, ESG investing.
Estimated Cost : ₹0
Retirement Planning
Corpus estimation, SWP strategies, pension product selection (NPS/annuities), post-retirement tax planning, healthcare cost forecasting, longevity risk management, retirement home budgeting, phased withdrawal plans, spouse protection strategies, legacy planning.
Estimated Cost : ₹0