Shop - Spt Investment Advisory Services Pvt. Ltd.

Comprehensive Financial Plan - Basic,Mumbai

Spt Investment Advisory Services Pvt. Ltd.

3 Years+ Experience
Specializes in Financial planning, Tax planning & Retirement planning
Certified Financial Planner
SEBI-RIA
AUM-1Cr +
FV Rating : 9/10
: Tardeo
CFP SEBI-RIA AUM-1Cr +
3 Years+ Experience
: Tardeo
FV Rating : 9/10
Specializes in Financial planning, Tax planning & Retirement planning

Schedule AppoinmentFree trial consultation
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Description

A brief description of the services provided is given below. Kindly note that all advisors DO NOT offer all services as each may have their own specialization. Also the below services are recommended to be purchased after a Free Trial Video Consultation. This enables the client and the financial planner/advisor to start with a broad understanding of the client requirements, time horizon, cashflow requirements and risk tolerance.

Financial Planning:
The financial planner will develop a “Comprehensive Financial Plan” for individual clients relating to:

  1. Income & Expense analysis
  2. Tax planning
  3. Insurance planning
  4. Investment Planning
  5. Retirement Planning

Investment Advisory:
The investment advisor will develop a customized investment portfolio. Typically they cater to clients with ticket size less then 20-25 lakhs. Charges can either be a flat annual fee or percentage of assets under advisory.

Portfolio Management:
The Portfolio Manager will develop a customized investment portfolio and make changes as per a pre-defined investment strategy. There are two models - Discretionary and Non-Discretionary. Typically they cater to clients with ticket size more then 20-25 lakhs. Charges are fixed percentage of assets under advisory plus variable success fee. Usually they manage a fraction of the overall client's wealth and focus mainly on equities.

Wealth Management:
The Wealth Manager will manage holistically the complete wealth of a client across multiple asset classes, as per a pre-defined investment strategy. Typically they cater to clients with ticket size more then 50 lakhs. Charges are fixed percentage of assets under advisory plus variable success fee.

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