Financial Planning – Every individual has different goals at different stage’s of life. Achieving these goals is very similar to batting second in a cricket match, the target is known, the run rate(avg. asset returns) needs to be maintained to achieve the target. Financial planning is the process of achieving these goals by defining a process which is built as per an individuals financial requirements. It also includes identification of the assets and its allocations to achieve goals one want to meet in the future with confidence.We also call this process as ” Freedom Planning ”
Tax Planning – Taxes eats into a major portions of one’s income. Thus effective legitimize tax planning plays a very important role in increasing the overall wealth. Our team is ready to built a tax efficient portfolio for you. We specialize in personal taxation.
Investment Advisory – This service is a specialized tailor made service for High Networth Individuals and Small & Medium enterprises having surplus funds . Such clients have basically 3 goals.
- Preserve the wealth created over a period of time.
- Manage risk with gradual appreciation of the wealth year on year.
- Regular Cash flow to manage & maintain lifestyle.
The strategy to get rich is entirely different from the strategy to stay rich. One gets rich by taking risk and one stays rich by minimizing risks, diversifying and not spending too much.
To achieve above it requires a totally individualized approach and proper risk profiling. Simple Solutions understands the need of such clients clearly. Tax planning too becomes an important part of investment advisory.