Comprehensive Financial Planning

Our comprehensive financial planning service takes a holistic view of your finances. We work closely with you to understand your goals, current situation, and future aspirations, and then create a personalised plan that covers:

• Life Goals Planning – Funding your child’s education, marriage, retirement corpus, buying real estate, or starting a business.

• Cash Flow Management – Balancing daily expenses, savings, and investments.

• Risk Management – Ensuring adequate insurance cover for life, health, and assets.

• Tax Efficiency – Structuring your finances to optimise taxes.

• Debt Management – Managing loans and liabilities effectively.

• Investment Planning – Aligning your investments with your risk profile and goals.

Who is it for?

• Individuals and families looking for complete, structured financial guidance.

• Those who want to align all aspects of their finances towards achieving life goals.

Outcome:
A clear, actionable roadmap with periodic reviews to ensure you stay on track as life changes.

Portfolio Advisory

Our portfolio advisory service is designed for individuals who may not require a full financial plan but want expert assistance in managing their investments. We focus on building a portfolio that matches your risk profile, time horizon, and financial objectives.

• Portfolio Construction – Asset allocation across equity, debt, and other investment avenues.

• Risk Profiling – Assessing your comfort with market volatility.

• Product Selection – Choosing the most suitable mutual funds, ETFs, and other regulated instruments.

• Performance Monitoring – Ongoing review to ensure the portfolio stays aligned with your objectives.

• Rebalancing Strategy – Adjusting allocation as markets and personal circumstances change.

Who is it for?

• Investors seeking professional advice for a specific portion of their assets.

• Individuals wanting to optimise their investment returns while managing risk.

Outcome:
A professionally managed portfolio designed to maximise potential returns within your risk tolerance.

Retirement Income Planning

Retirement marks the beginning of a new chapter — and with the right plan, it can be lived without financial stress. Our retirement income planning service helps you convert your accumulated wealth into a sustainable income stream while protecting against inflation, market volatility, and longevity risks.

• Income Sustainability – Planning withdrawals so your savings last your lifetime.

• Investment Allocation – Balancing growth and safety to maintain purchasing power.

• Tax-Efficient Withdrawals – Structuring income to minimise tax burden.

• Emergency Liquidity Planning – Keeping funds accessible for unexpected needs.

• Inflation Protection – Strategies to ensure your lifestyle keeps pace with rising costs.

Who is it for?

• Individuals approaching retirement.

• Retirees seeking a sustainable income plan.

Outcome:
A secure, predictable income strategy that supports your desired lifestyle without the fear of outliving your savings.

Contact Us

Please submit your message through this form and we will reach out to you.

You can also reach us on Whatsapp at +91-7045575567 or send an email on muditmadan.ia@gmail.com