It is the process of meeting your financial goals through the proper management of your finances.Financial goals can include buying a home, savings for your child's education, Distribution for your retirement, or estate Distribution. We help you to work out where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet your goals, and map the gap.
Our approach to financial Distribution is simple and straightforward. However, it is also important that you fully understand our consultative process and our step by step approach.
This is the first stage of our interaction. It involves evaluating your current situation which includes cash flow analysis, calculating your net worth, reviewing your insurance coverage for life, disability, home, auto, health, etc.
We then go about clearly establishing the objectives of the financial plan so that, several goals can be balanced. The goals could be short, medium, or long-term and could include child's education, marriage, your retirement, etc.
We then work out a clear strategy in line with your objectives and risk tolerance. Drawing up a winning asset allocation so that your financial goals are met is fundamental to a successful plan.
We will assist you in the process of implementing the plan by suggesting the optimal mix of products and services that are essential for the success of the plan.
Once the plan is implemented we will monitor the progress on an on-going basis. We will periodically report the progress and measure the results achieved the plan.
Financial Distribution is a dynamic process. We will annually review the plan and progress made, to see if any modifications are required due to changes like inheritance, change in job status, birth or death in the family etc.
We use our complete knowledge of Equity, Insurance & Mutual Funds in order to suggest investment options to the clients,As per their Long Term or Short term Goals.
A-9, Spring Time Meadows,
Sansari Lane No-2,
Deolali Camp - Nashik -422401.