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Insurance Planning INR   0 INR  0
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Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind. Insurance recommendations provided by us include: Life Insurance Health Insurance Personal Accident Insurance Income Protection Insurance Child Cover If you have existing insurance arrangements, it is important to realise that both over-insuring and under-insuring can be costly. Your authorised planner will review these arrangements and ensure that you are appropriately covered. The lost earnings can be experienced with the death, disability, estate settlement costs and its clear impact is seen on the financial well being. Thus by seeking the insurance planning assistance one can receive extensive relief in one’s overall financial status. Planning for covering all possible risks through insurance always turns out to be fruitful as well as satisfactory for each one of us. Instead of considering insurance planning as an absolute tool towards the overall financial planning, we misunderstand it by saying an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of excessive peace of mind through an effective insurance planning technique. You must be thinking how insurance planning is associated with financial planning? But the fact is that where financial planning is a way of formalizing goals over time and creating a path to accomplish the benefits, the relevance of insurance planning cannot be left behind. As insurance planning assists in protecting you from adverse financial crises or losses which come across towards your wealth management.

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Wealth Management INR   0 INR  0
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Wealth Management

What is Wealth? Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities. What is Management? Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling, Directing an organization. What is Wealth Management? Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings. Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow. Features of Wealth Management: Allows customer to review risk profiles. Track holdings against model portfolios fro returns. Captures Customer’s details and risk profile. On approval by client they execute financial plans. Based on the advanced algorithms they provide tax coverage, education and insurance. Interfaces with banks, portfolios management systems, price vendors and other agencies. Provides dynamic search. Document Management. Dynamic user access control. We handle information for the following segments: Stocks. Stock Options. Bonds. Funds. Insurance. Cash flows. Education Planning. Tax Planning. Estate Planning.

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