Families are of great importance in the Indian value system. Often, earnings of husband and wife are pooled into a common account to handle all the fixed monthly expenses for the household. Investments related to higher education for children, family vacations, and even retirement are often seen as common goals for both spouses and treated jointly.
We completely support this system, as long as both husband and wife are involved together in the decision making. We can make sure your goal setting as a family is done accurately and help you towards achieving those goals.
Being single can happen by choice or due to life events like separation, divorce, or losing a loved one. No matter your situation, having a financial plan is essential. Women have always been crucial pillars in society. They juggle many roles—mothers, wives, daughters, & professionals. Yet, despite their indispensable contributions, women have often been left out of financial decision-making. This exclusion has often resulted in a lack of preparation and knowledge about managing money.
We can work with you to develop a solid financial plan. This will help you deal with unexpected financial challenges without having to depend solely on others.
The Government in India gives tax breaks on certain investments. Early income earners often start their investment journey with a tax saving scheme and then move on to other options in subsequent years. ELSS (Equity Linked Savings Scheme) is one of the most popular and compelling investment options available to all investors as it helps you with your tax saving needs alongside wealth creation.
We assist you with understanding which would be the most appropriate scheme for your needs as selecting the right one can have a big impact in the long term.
With life expectancy in India rising, retirement planning is becoming increasingly important, especially for women, who live 5-7 years longer than men according to a Harvard Medical study. Without assured pensions, it’s crucial to start planning for your golden years early. Investing for retirement in your twenties leverages compounding and reduces future financial pressure.
We help you create and execute a retirement financial plan, with annual reviews to ensure timely adjustments. A financially secure retirement is key to emotional well-being.
