Financial Planning Services

A financial plan gives you a roadmap for your future. But financial situations are not static. There are change in circumstances due to change in family needs, health issues, financial issues and many other. In such instance you have to bring a change in your planning strategies. This cannot be achieved unless your financial plan is dynamic. This makes financial planning an ongoing process where regular reviews are done to accommodate all such changes.

We offer ongoing financial planning through our retainer services which can be opted once financial plan is delivered to you. The services have following elements:

  • Annual review of financial plan analyzing changes happened during the year and accommodating in the plan
  • Quarterly meetings to assess the progress of the plan and address other issues such as operational.
  • Support through emails to address additional queries or financial issues

The retainer services also includes investment management which covers following aspects-

  • Risk assessment and devising investment strategies which is in line with your financial objectives. This is part of the initial phase of financial plan creation.
  • Quarterly performance report and Review
  • Rebalancing of investment portfoliosas and when necessary
  • Yearly review on matters related to taxation on your investments and other aspects

The benefit of retainer services is that you are able to do periodic reviews on your financial plan and investments which is necessary. Additionally, if you have any queries on any financial issues/concern you are provided full support to address them.

Schedule a complimentary meeting today to know more about our services. Call us at +91 9971845454 or drop an email at

Special Needs Financial Planning
Special Needs Financial Planning