Lifestrategies
Managed Portfolio
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Services
 

The ideal way for us to ascertain as to what services you require is to have a FREE, NO-OBLIGATORY, "Get Acquainted" meet. At this meeting we will get to know each other and ascertain your financial needs/goals a little better. At the end of the Get Acquainted meeting, we will move ahead to the next level only and only if you are comfortable

 
arrow Life Insurance, tax and estate planning.
arrow Investment Management.
arrow Retirement Planning.
arrow World Class University funding strategies.
arrow Analyzing the risks ( death, inflation,
  taxes, etc.) to your financial goals.

What's different about lifestrategiesTM

The biggest difference is that our advice is completely independent of any products and the idea is to customize solutions in your best interest. Our agenda is only one & its YOU.

What does a typical engagement look like?

For most engagements in the first meet, we will be evaluating your current financial status, risk appetite, cash flows, investment psychology etc. In this meeting we shall also be sharing certain ideas and concepts and conduct a swot analysis for you. At the end of this meeting we will be showing you where you are, where you should be and what is the road map for the next twenty/thirty years. Then depending on whether you want to move ahead to the next level and on the mandate given to us by you we shall work on a plan for you.

In the second meeting the plan prepared by us will be presented to you, also all the possible options will be laid out before you and discussed at length. After this we shall assist you and your spouse/parents in taking the right call.

The entire planning, execution and monitoring of your Financial Life Plan will be done by us along with a minimum of one annual review depending upon the type of plan we are working on.

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