Our way to cure your financial life from the root.

Step 1

Organizing the finances & consolidation

Step 2

Cash-flow & Debt Management

Step 3

Emergency Cash & Risk Management

Step 4

Managing Financial Goals

Step 5

Wealth Creation & Second Income

Step 6

Wealth Management

Step 7

Estate Planning, Will Preparation and Succession Planning

How we cure your financial life from the root?

  • Discovery Meeting: Meeting with all family members especially with your spouse.
  • To find out that how we can add value in client's financial life
  • To find out how much the client willing to improve their financial life
  • To understand the role and responsibility of family members in managing financial life.
  • Understanding clients lifestyle, financial milestone and specially meaning of wealth for client.
  • Organize client's finances; ensure that all risk is well insured along with creating a will.
  • Monitoring the cash flow and check emotional spending and managing debt
  • Create savings through managing cash flow and channelizing them in tax efficient investments with to achieve financial milestone and create wealth
  • Active asset management and tracking financial milestone
  • Ensure seamless transition of wealth to next generation.

The motto is "client must enjoy today as well as tomorrow".

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Personal CFO