How do you advice on saving money effectively?
We provide independent and objective advice to put you on the right track to accomplish your goals. We will confirm whether you are on the right track or tell you what to do to get back on the right track.
We help clients in the following areas:
Cash Flow Management
This includes reviewing your income and expenses to ensure that you are not spending more than you earn.
Any strategy that helps a debtor to repay or otherwise handle their debt better.
The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return.
Most often, retirement planning involves depositing money into a retirement account, and purposefully saving money for the future.
Insurance and Risk Planning
Identifies whether you need insurance (life, disability, critical illness, long term care).If so, how much and what kind of insurance to be chosen and who should own the insurance (you, your company, your spouse or children), have to be identified.
Estate planning is the process of anticipating and arranging, for the management and disposal of that person's estate during the person's life and at and after death
Common questions about progno
Everything you need to know before you get started
Planning for an investment in Mutual Funds/ Stocks with an estimated amount of INR 25 Lakhs. I request you to kindly advise on the same. As an NRI do I have to face any restrictions while making the payments from my NRI account?