GOAL BASED FINANCIAL PLANNING
Goals-based financial planning allows clients to save for multiple financial objectives across various time horizons. At infiniti, we work with clients and provide advisory services on customised asset allocation profile to suit your specific needs.
Child’s Education Goal
Home Purchase Corpus
Dream Car Corpus
World Trip Corpus
The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. We will address your tax queries, plan your advance tax and help in filing your individual tax returns.
Customised Portfolio Offering
Manging your Taxation
Financial Planning advisory
Would you trust your doctor who offered remedies before you had a complete health check-up?
Your overall financial health is comprised of many elements, from learning how to live within a budget, to building a good credit history; from controlling debt and excessive spending, to developing short and long-term financial goals and learning to invest. Sometimes, it’s a lot to wrap your head around. However, you may be surprised to find that you’re already in pretty good shape. Or maybe not.
Estate Planning / WILL WRITING
Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate. Estate plans must be written, signed, and notarized by the person who owns the estate.
WHAT WE CAN’T / WON’T DO…
· We cannot identify sure-shot Investments which doubles in 3 months
· We do not advise on Day trading or Futures trading
· We do not offer any toxic products such as ULIP / Endowment / MoneyBack policies
· We do not offer complicated products like PMS, AIF, Structured products, etc.