Financial Advisory Services
We provide comprehensive financial plan through our financial advisory services for Indian residents as well as Non-Resident Indians (NRIs) especially Merchant Navy/ Mariners and any specific investment related financial advice.
Fee Only Financial Advisory Services
It is the process of making effective investment strategies based on the financial goals & the risk appetite of the client.
Tax planning involves making best use of various tax laws to optimize the tax exemptions, deductions etc.
Complex situation arises while dealing with different clients, hence financial planning helps to identify what are the different aspects of your financial life.
It is the one of the most important aspect in financial planning. This focuses on planning for income based on current lifestyle post retirement.
It identifies the value of insurance required. What are the personal and professional risks and how to make a plan.
It ensures smooth transition of the assets to the right beneficiaries as per the wishes of the person.
Download sample financial plan
Check your email inbox and confirm the email to get the sample financial plan
Helping people achieve their financial goals through Fee only Financial Advisory Services
Once you identify your major financial goals, take an action plan towards achieve your goals and get the financial plan which includes investment planning, tax planning, cash flow planning, retirement planning, insurance planning and estate or succession planning.
Mutual Funds Advisory
We also assist clients to invest in mutual funds (Direct Plan only). We use NSE platform to provide zero commission mutual funds advisory from Dehradun, India.
Financial planning process
We have adopted FPSB six steps of financial planning for financial advisory services. FPSB’s Financial Planning Process consist of six steps that financial planning professionals use to consider all aspects of a client’s financial situation when formulating financial planning strategies and making recommendations.