We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Investment and Asset Allocation Assessment
While it is important for investors to keep their portfolio well-defined with asset allocation as per their requirements, equally important is to periodically review it to make sure that the portfolio is performing in line with market situation and one's view, and if not, to make the necessary changes.
It has been proven that the portfolio performance in the long term is primarily driven by appropriate asset allocation, and less so by timing the market.
Our investment portfolio and asset allocation assessment include:
For your existing portfolio review contact us ….
It has been proven that the portfolio performance in the long term is primarily driven by appropriate asset allocation, and less so by timing the market.
Our investment portfolio and asset allocation assessment include:
- Analysing the current asset allocation – equity, debt, metals, real estate and others
- Micro review of portfolio within each asset classes, including by AMCs, type of products, and type of schemes
- Assessing liabilities and the current protection established
- Performance of existing portfolio and future performance possibilities
- Recommendations that’s suits specific financial objectives, and proposed action plan
For your existing portfolio review contact us ….
Taxation
Tax planning is an important tool to help you maximise your savings and achieve desired financial goals faster.
In India, where taxes can be complex, and new tax regimes are introduced yearly, the importance of tax planning is paramount as it ensures that individuals and businesses can navigate the tax landscape efficiently and optimize their financial outcomes. We assist our clients in
In India, where taxes can be complex, and new tax regimes are introduced yearly, the importance of tax planning is paramount as it ensures that individuals and businesses can navigate the tax landscape efficiently and optimize their financial outcomes. We assist our clients in
- Tax Planning under section 80C - Calculation of taxes as per yearly income, select the MF schemes suitable for tax planning like ELSS and/or suggest insurance cover through Term insurance.
- Account Reconciliation – value of investments, insurance, liabilities, and short-term and long-term capital gains.
- P&L Calculation – Generation of Profit & Loss account for the Advance tax calculation.
NRI Services
India provides tremendous opportunity to grow wealth and many of our NRI clients invest in India. We provide suggestions to NRIs for investing in Mutual Funds and PMS according to your financial goals, risk tolerance and period of investment. We monitor the executed plan on a defined frequency as per our investment review process. The services include current portfolio assessment, recommendation on asset allocation, execution of transaction, continuous monitoring, and periodic review and changes to achieve desired financial goals.
We provide Demat (E-Wealth) services through NJ platform and implement all transactions online through your (NRI Clients) virtual presence, if required.
For further information on how we can help you…
We provide Demat (E-Wealth) services through NJ platform and implement all transactions online through your (NRI Clients) virtual presence, if required.
For further information on how we can help you…
