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