This is your prescription for managing your money. Planning is essential and is designed to factor in things that are relevant to you such as your dreams, lifestyle, horizon among others.
Estate Planning is all about making sure that if something happens to you, your wealth is distributed as per your desire, your family doesn’t face internal conflicts on how your wealth should be distributed and your dependants are protected even after your demise. We will help you look at your investments, savings, insurance policies, and overall goals so you can create a will or trust designed to set your family up for facing financial challenges in the event of your passing.
This isn’t the easiest tasks, but a necessary evil for certain family structures and portfolio structures. With the help sophisticated technology offered by our partners, not only do we enable to you write your will in less than an hour. It is imperative that you distribute your properties only as per your wishes and not as per law.
If you are in a dilemna about hiring a professional wealth manager, we recommend you analyse the performance of an your existing portfolio. In most portfolios that have been perofmring below par, we can recommend some instant corrective actions after a detailed study using advanced tools and make simple recommendations. You are free to use our recommendations and judge our performance and choose to work hire in the future.
Have you been investing in a myriad of Mutual fund schemes. Are you curious to know what your resulting equity portfolio looks like? Get an X-ray vision report on your Mutual fund holdings