- Insurance, Mutual Fund, General Insurance ( licence holder) Fixed Deposits/ Bonds
- Bank Loan Guidance & Services ( Empanelled)
- Legal Services, drafting, Registration of Property etc.(Licenced)
- Compliance with legal provisions and suggest Tax Planning Opportunities.
- Advisory services for applicability of the taxes as well as procedural compliance.
Other Misc. Services
Pan Card , Adhar Card , Service Tax , Professional Tax, VAT, TAN, and, valuation planning.
Monitor and Review Plan
Reviewing changes & rework plan to suit the need. Eg: Continuing the same course of action, expanding the current, changing it or taking a new course of action as per individual`s requirement. Planning is a dynamic process that does not end when a particular action is taken. When life events affect financial needs, this financial planning process provides a vehicle for adapting to those changes.to prioritize adjustments that will bring the financial goals in line with the current life situation.