In Financial Planning we undertake the task of determining how an individual will afford to achieve her or his Financial Goals. An individual should chalk out a Financial Plan the day she or he starts earning. The Financial Plan describes the road map for Savings and Investment that is needed to achieve the Financial Goals, as well as the timeframes involved.
In Wealth management we provide investment-advisory service which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNIs), organizations, small-business owners and families call upon us to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
In Risk Management we identify, analyze and accept or mitigate uncertainties in Life. Here we essentially analyze and attempt to quantify the potential for loss of income to an individual or an organization, arising out of uncertainties in Life and then take the appropriate action according to their risk tolerance.