Financial Planning Services

Education

  • Education
  • Investing options
  • Sample Profit & Loss Account
  • Sensex EPS Vs Price Analysis

Overview of Current Position

  • Analysis of current investments
  • Balance Sheets
  • Income Statements

Financial Plan Preparation and Presentation

  • Creation of the financial plan
  • Assumptions
  • Options Available
  • Compounding Effect on Goals
  • Necessary calculations

Portfolio Allocation

  • Current Asset Allocation
  • Restructuring Portfolio
  • Restructuring Tax Strategy

Strategy Execution and 12 Month Plan

  • Once approved—plan executed, investments executed
  • 12 Month Action Plan

Research and Review

  • Retirement Model
  • Equity Allocation
  • Debt Allocation
  • Scheduled reviews
  • Education

Schedule a call.