Shop - Akshaya Wealth Management

Comprehensive Financial Plan - Basic

Akshaya Wealth Management

Location - JAYANAGAR, Bengaluru
Experience - 3+ years ,
Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
Education - SEBI RIA
Assets under Advisory - 1+ crore,
FV Rating: 9/10

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Description

This product is recommended to be purchased after a Free Trial Video Consultation. This enables the client and the financial planner to start with a broad understanding of the client requirements, time horizon, cashflow requirements and risk tolerance.

The financial planner will undertake “Comprehensive Financial Plan - Basic” for individual clients relating to:

  1. Tax planning
  2. Insurance planning
  3. Investment Planning
  4. Retirement Planning

Output: The financial planner will develop and deliver to you a customized and comprehensive plan that includes all the above aspects like tax, investment, insurance, retirement etc.

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Then you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.

Planner Name – Akshaya Wealth Management
Location – JAYANAGAR, Bengaluru
Experience – 3 years ,
Education – SEBI-RIA
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning.
Income Criteria – Advises clients with over 1 lakh in net annual income
Asset Criteria – Advises clients with more than 1 lakh in savings & investments
Assets under Advisory – NA
Number of current clients – 10+
Client Retention Rate – NA

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