Financial Health Check-up

Financial Health Check-up, Investment advisory and PMS (Portfolio Management Services)

A good Financial health for an individual is as important as keeping medically fit. However, in most cases, Financial health is ignored by Medical Professionals. Timely investment leads to maximum benefit from the concept of ‘Power of Compounding’.

Advice is given by highly qualified professionals after thorough understanding of requirements. Advisors associated with us are experts in providing services to Medical Professionals.

Services include:

. Financial Health check-up with detailed report

  • Collection of data regarding current Income, Expenses, Assets and liabilities
  • Providing analysis of one's current financial health
  • Clear identification of one's Financial Goals (eg Children’s education, their marriage, Holiday planning, purchase of dream house/car, retirement planning etc)
  • Suggestions on immediate remedies based on short as well as long-term financial goals
  • Providing non-biased investment advisory, since we are not associated with any Mutual Fund or Insurance company

. Planning for Children’s Education

  • Identifying goals for children’s education
  • Financial planning for achieving set goals
  • For higher education, huge amount is required up-front and planning from a very primary level must be in place to avoid being overwhelmed at the very last minute.
  • Planning for an entrepreneurial dream of children

.Retirement planning

  • Retirement planning is very important and in majority of cases, knowingly or unknowingly, ignored by Medical Professionals
  • We help medical professionals plan for their retirement since there is no provision for pension, retirement benefits etc. for private practitioners
  • Every medical professional has to keep working in order to have a steady income, this income stops the day he stops practicing
  • Personalised advice is provided as per requirement of the individual and his plans for a steady monthly income after his retirement.

.PMS

Portfolio Management Service (PMS) for individuals who have very limited time to spare from their hectic schedule for investment-related activities

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