FAQ

Why are professional financial services necessary?

A financial consultancy company makes the right recommendations according to your personal situation. You are also guided towards tax saving, insurance savings and lucrative investments options.

How do you differ from other consultancy firms?

We place great emphasis on collaboration and working together so that simple and durable solutions are created that are perfectly understood by our clients. We pride ourselves on our honest, candid and transparent dealings while ensuring immediate and lasting results.

What is the cost of your advisory services?

The cost of our service depends on which service you take. Our costs are quiet competitive.

How does asset allocation differ from diversification?

Asset allocation is the process of deciding how the investments have to be divided across several asset categories like stocks, real estate, cash, bonds, etc. whereas, diversification refers to the growth strategy that aims to capitalize on market opportunities by allocating the risk associated with investment over different asset classes.

Do your guarantee the best rate of return?

There is no such thing as the best return. As financial planners, our aim is to help you manage your money in the best possible way. We believe that better management of finance automatically leads to better outcome.

What is your typical approach towards investment?

We work towards building a portfolio that completely fits into your level of comfort with risk. We put emphasis on low cost funds diversified across different asset classes that also promise strong tax efficiency.

Who are your typical clients?

Our clients belong to all age groups and backgrounds. Many of them are professionals, owner of small businesses, corporate executives and retired professionals.

Do you ask for in-depth personal information?

Just like a doctor cannot diagnose or treat your ailment without knowing your truthful medical history and current condition, in the same way a financial planner cannot function without getting access to all your financial assets, liabilities and all details and specifics.

What does a financial plan include?

A financial plan includes a review of the net worth of the client, retirement planning , tax planning, investments, cash flow along with a plan to implement the short term and long term goals and objectives.

How do you take care of taxes?

An ideal financial plan should be able to minimize your tax liability and maximize the after-tax returns from your investments.  Our specialized tax planning services help you in hassle-free preparation and filing of tax returns.

Tax Filing

INCOME TAX FILINGS


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INCOME TAX FILINGS

BY TAX EXPERTS

INCOME TAX FILINGS


BY TAX EXPERTS

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Late Filing INCOME TAX RETURN