Investment Management

Investment Management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g. real estate) in order to meet the specified investment goals for the benefit of the investors.

Tax Planning

Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficiency planning. The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.

Real Estate Planning

Real Estate is nothing but Land plus anything permanently fixed to it, including buildings, sheds and other items attached to the structure. Real estate can be grouped into three broad categories based on its use – Residential, Commercial, and Industrial. Planning is the Process of 1) Identification of goals or objectives to be achieved 2) Formulation of strategies to achieve them 3) Arrange or create the means required and finally 4) Implement, direct and monitor all the steps in their proper sequence to Achieve the required Goals.

Risk Management

The process of identification, analysis and either acceptance or mitigation of uncertainty in investment decision-making. Essentially, risk management occurs anytime an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment and then takes the appropriate action (or inaction) given their investment objectives and risk tolerance. Inadequate risk management can result in severe consequences for companies as well as individuals.

Retirement Planning

The Process of determining retirement income goals and the actions and decisions necessary to achieve those goals, Retirement planning includes identifying sources of income, estimating expenses, implementing a saving program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.