Comprehensive Financial Planning
Comprehensive Financial planning acts like a roadmap for complete planning of the Family’s financial goals. It also considers cash-flow analysis, wealth management and distribution.
Retirement
Planning
Retirement planning is the most important life goal where expenses continue to rise, but there is no income during this phase. Hence we need to plan wisely for retirement.
Wealth
Management
Your hard-earned money needs proper management, considering your risk profile and desired asset allocation. Managing your money with professional guidance can prove to be an very helpful in the long term.
Tax
Planning
Death and Taxes are inevitable. But if planned well in advance, we can reduce the tax outflow. We can legally minimize or avoid taxes with proper planning, without tax evasion.
Insurance needs
Analysis
Every individual’s insurance needs vary based on his profile. We need to consider all the requirements and available resources to be able to plan for the insurance needs optimally.
Will and Estate
Management
Distribution of wealth after one’s life is an important exercise to do to avoid unnecessary issues later. Legacy planning plays crucial role when you plan to leave a fortune behind you.
We, at Akshayee Wealth are dedicated to give you a complete basket of financial solutions when it comes to your personal needs. If you have any special needs apart from the ones listed above, we would love to hear from you. Just drop us a message here and we will connect with you: