The average person typically doesn’t think too much about financial planning. Many randomly choose investments and don’t think about it again until later in life, while others read a few articles or watch some videos and feel equipped to make their investment decisions on their own. We at the Company Name with our vast experience in the field of wealth creation and management work closely with you to decide a clear road map and implement it over a period of time. As our name suggests our team works cohesively and is a Company Name for our customers as well in achieving financial goals.
A team of Banking/capital market professionals with almost 15 years of experience in the fields of Banking, financial planning, wealth management, risk, taxation, loans and Financial Advisory. We believe in working closely with our customers and never lose sight of their specific financial goals behind the jiggery – pokery of numbers. Our team
We in the first meeting sit to assess your current Income , Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning.
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
360 degree financial planning involves understanding your lifelong financial needs and design a personalized investment strategy for you. At TRP we believe that you achieve your desired goals with minimal possible risk. We regularly review and monitor your portfolio to determine whether actual investment requires rebalancing to your target portfolio.
They say that Rome was not built in a day….so true for building wealth. It is with careful planning and investment discipline that you achieve what you set out to achieve. Along the way your patience will be tested several times and those who stay put will come out with flying colours.
Goals help you to match your time horizon with your asset allocation, which means you optimally invest your savings. Goals identified in advance are more likely to help you save and plan such that each goal is achieved. We at TRP work with you to give a more holistic, total wealth approach that prioritizes all of your goals –beyond just retirement - and helps that they are achieved.
While we save to fulfill various aspirations it is very important to save those savings.....a financial solution is never comprehensive without providing cover for the planning to counter any exigencies that might occur and alter the path.
While lot of prudence is required to accumulate wealth it is no less a task to plan your loans/debts in a manner that best suits your banking habits and requirements. There are various ways in which you can reduce your loan paying term and hence augment the cash outflow by carefully choosing efficient products.
It Pains when you see , your chunk of salary or income getting deducted towards taxes? A lot of you might have already made some tax saving investments. Some of you would be planning to do so now. If you have not yet thought about anything, do it now. We help you choose the best tax saving products available in the market.
The Company Name has been involved in assisting us to take a decision regarding potential investments in bonds, equity and mutual funds for many years. Their understanding of the subject has been deep and beyond reproach. They have always given good advice in the subject and have been instrumental in shifting our developing requirements based on the emerging economic and financial scenario. I look forward to their continuous support in the future.
My busy doctor life never allowed me to identify and plan my financial goals. At TRP, I was able to prioritize my future goals , save for them and also assess my performance on each goal. With the help of TRP I was able to invest into multiple asset classes and save on taxes also. They carry out regular review and rebalance of my portfolio and advice accordingly. They also help in keeping a close track on my home loan. I personally recommend it to all working professionals.