Finance & Wealth Score Card

1. Preparation of Comprehensive Finance & Wealth Score Card for the investor's family, with details of Assets, Liabilities, Income and Expenses.
2. Review of Financial Wealth Score Card and drawing up specific action plans to help Clients meet their various financial goals.
3. Recommendations for investing savings, after understanding Income, Expenses and Savings potential.
4. Review of Client's insurance policies (if required)