We study the clients Current Assets (Investments) and Liabilities (Borrowings), Protection (Insurance) and make asset allocation recommendations suitable for them as per their age, current Family Income/Expenditure, risk appetite and other Qualitative and Quantitative factors.
We also provide these networth reports to clients as and when required and update them when the client intimates us of the change. This way the client can always view their updated reports.
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102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,