Query Consulting
Service Available online… click here to get started!
This could be on any financial matter of concern to you be it investment, taxation - domestic and international, NRI matters, life insurance, retirement planning, education funding, liability management, debt management, salary structuring, cashflow planning, budgeting, taking loans, credit cards, advice on any finanical product you plan to invest in, leveraging, general financial planning or any other financial matter.
Our advice and recommendations can be provided over phone, email, web-conference or any other preferred means of communication. You can be sure of unbiased, expert and professional advice.
The objective of this service is to provide you unbiased, expert consultations and written advice on areas of your concern covering all personal financial matters.
- Written advice is given on any matter of personal finance
- Advice includes strategy and/or solution
- Investment avenues identified however product tips are not provided
- Geographical proximity is not an issue
- Advice can be given over email, internet chat or personal meeting
Suggested areas of Financial Planning Query Consultation:
- Cash flow and budgeting
- Lifelong Income Planning
- Additional Income Generation
- Education Funding
- Risk Planning
- Buying Real Estate
- Wealth Planning
- Marriage Funding
- Buying New Cars
- Lifelong Holiday Funding
- Estate Planning
- Tax Planning
- Portfolio & Asset Evaluation
- Yearly Expense Analysis
- Loan Repayment Planning
- Taxation
- Debt Management
- Financial Planning
- Retirement Planning
- Wealth Management
- Education Funding
- Estate Planning
- Salary structuring
- Financial matters pertaining to NRIs
- Life insurance
- Non – life insurance
- Health insurance
- Risk management
- Loans and funding
- Investment logistics and process
- So on and so forth… any other matter of personal finance
Examples of Query Consultation:
- How to achieve a specific goal? How much will be needed and how should it be invested?
- Is my life insurance adequate? How much should I actually have? Do I have the right policies for myself, my children etc?
- I feel I pay too much life insurance premium and get little benefit in return – is my insurance portfolio appropriate?
- Is my investment portfolio healthy? Or is it too risky? What should be a corrective measure?
- How can I improve the returns on my portfolio?
- How can I manage and eliminate my debts?
- How can I do good tax planning, so that I save tax plus have the best allocation of my funds?
- What is the best way to do education funding for my child? Is my strategy rational and correct?
- Am I well funded for retirement? What will happen? How much will I need? Will my funds last me a lifetime? How to achieve it?
- How can I structure my salary better? What will be the tax impact? How do I manage ESOPs while moving from one employer to another?
- I am an NRI; how should I manage my investment affairs?
- I want to invest in equity shares – what should I do and how should I manage my investments? What are things to watch out for?
- What is the process of transfer of shares during inheritance or otherwise? How do I manage logistics?
- I want to take a loan – Personal, housing, vehicle – how to find out the real cost and get the best deal? I want to decide if I should buy or lease or hire?
- I have two projects to invest money into – which one is better?
Service Available online… click here to get started!
This could be on any financial matter of concern to you be it investment, taxation - domestic and international, NRI matters, life insurance, retirement planning, education funding, liability management, debt management, salary structuring, cashflow planning, budgeting, taking loans, credit cards, advice on any finanical product you plan to invest in, leveraging, general financial planning or any other financial matter.
Our advice and recommendations can be provided over phone, email, web-conference or any other preferred means of communication. You can be sure of unbiased, expert and professional advice.
The objective of this service is to provide you unbiased, expert consultations and written advice on areas of your concern covering all personal financial matters.
§ Written advice is given on any matter of personal finance
§ Advice includes strategy and/or solution
§ Investment avenues identified however product tips are not provided
§ Geographical proximity is not an issue
§ Advice can be given over email, internet chat or personal meeting
Suggested areas of Financial Planning Consultation:
§ Cash flow and budgeting
§ Lifelong Income Planning
§ Additional Income Generation
§ Education Funding
§ Risk Planning
§ Buying Real Estate
§ Wealth Planning
§ Marriage Funding
§ Buying New Cars
§ Lifelong Holiday Funding
§ Estate Planning
§ Tax Planning
§ Portfolio & Asset Evaluation
§ Yearly Expense Analysis
§ Loan Repayment Planning
§ Taxation
§ Debt Management
§ Financial Planning
§ Retirement Planning
§ Wealth Management
§ Education Funding
§ Estate Planning
§ Salary structuring
§ Financial matters pertaining to NRIs
§ Life insurance
§ Non – life insurance
§ Health insurance
§ Risk management
§ Loans and funding
§ Investment logistics and process
§ So on and so forth… any other matter of personal finance
Examples of Financial Planning Consultation:
§ How to achieve a specific goal? How much will be needed and how should it be invested?
§ Is my life insurance adequate? How much should I actually have? Do I have the right policies for myself, my children etc?
§ I feel I pay too much life insurance premium and get little benefit in return – is my insurance portfolio appropriate?
§ Is my investment portfolio healthy? Or is it too risky? What should be a corrective measure?
§ How can I improve the returns on my portfolio?
§ How can I manage and eliminate my debts?
§ How can I do good tax planning, so that I save tax plus have the best allocation of my funds?
§ What is the best way to do education funding for my child? Is my strategy rational and correct?
§ Am I well funded for retirement? What will happen? How much will I need? Will my funds last me a lifetime? How to achieve it?
§ How can I structure my salary better? What will be the tax impact? How do I manage ESOPs while moving from one employer to another?
§ I am an NRI; how should I manage my investment affairs?
§ I want to invest in equity shares – what should I do and how should I manage my investments? What are things to watch out for?
§ What is the process of transfer of shares during inheritance or otherwise? How do I manage logistics?
§ I want to take a loan – Personal, housing, vehicle – how to find out the real cost and get the best deal? I want to decide if I should buy or lease or hire?
§ I have two projects to invest money into – which one is better?