Financial Planning/Portfolio Management
Financial Planning/ Portfolio Management.
While managing your Portfolio, we take into account your specific financial objectives, expectations, risk threshold, besides other considerations.
This part of services is personally given by Ms. Prerna Arora, as this is a personal one to one consultancy.
Financial planning is the way to manage your budget, savings and earnings to generate good corpus to mean your financial goals and to get financial freedom.
Complete analysis of your portfolio, Goals, present status will be done and personalized sessions will be done to analyse and show the path to reach the goal.
Wealth management is the next stage to this, so the client gets a one stop advise for all financial needs of life at all life phases.
Benefits of regular coverage at highly affordable premium rates, as the risk spreads across multiple individuals.
The Associations availing Corporate insurances/Group insurances can be in the combination of employer-employee, or non-employer-employee groups such as same credit card holders, bank account holders or members of a social or cultural organization.
Only one master insurance policy is given to the group manager, which is in the group's name. It can be for: