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Wealth Management
Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning and estate planning.
Tax Planning
Tax planning means reduction of tax liability by the way of exemptions, deductions and benefits. Tax planning in India allows a taxpayer to make the best use of the various tax exemptions, deductions and benefits to minimize his tax liability every financial year.
Retirement Planning
Retirement planning involves determining retirement income goals and what’s needed to achieve those goals. Retirement planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to gauge whether the retirement income goal is possible.
Investment Management
Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
Business Transition Planning
Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. A successful business transition planning strategy will focus on three goals: Maximize the value of the business.
401(k) Management
401(k) plan administrators make sure that retirement plans follow the rules and help everybody save for retirement. They work with legal documents, perform analyses and tests, and monitor plan operations. 401(k) plan administration fees may be paid by employers, participants, or some combination of both.