Services Offered

  • Understanding the client’s financial position
  • Review and assessment of the financial data provided by the client
  • Preparation of cash flow statement
  • Compilation of net worth
  • Assessing adequacy of insurance cover (including life and non-life insurance) and recommending changes, if any
  • Maintenance of contingency fund
  • Evaluation of the client’s debt situation
  • Planning for retirement funds
  • Preparation of financial goals and their prioritization as specified by the Client
  • Appraising the investment portfolio and recommending modifications deemed appropriate
  • Preparation of will