FMA, MBA, LLB, B.Sc (Engg.)

(Ex. IRS, Former Chief Commissioner of Income Tax)

India Canada Initiative (Trade & Investment)

Financial Planning & Wealth Management

( Discipline of financial planning helps to accomplish financial goals)

The process of Financial Planning & Wealth management connects the discipline of financial planning with you in the course of planned and unplanned life events. .By developing the customized plan that is best suited to your needs, goals and aspirations, an individual strategy is developed by choosing the right combination of assets ,diversification and portfolio construction .While recognizing the individual differences to face the realities and find opportunities ,emphasis is laid on careful analysis of the cash flow, risk tolerance , efficient tax solutions, long term investments to accumulate a corpse fund for comfortable and dignified retirement and the tax efficient and harmonious family estate transfer. Regular review is carried out to keep on track the growth of wealth and the accomplishment of the financial goals.