Housing Plan

  • Understanding of housing planning
  • Internal or external financing
  • Eligibility for taking a mortgage
  • Early pay off

 

Investment Plan

  • Short term Investments
  • Middle and Long Term Investments
  • Regular Investments
  • One time Investments
  • Mutual Investment Funds

 

Insurance Plan

  • Life Insurance
  • Non Life insurance – professional indemnity, car, property, house etc.

 

Pension Plan

  • Pension Fund (Combined with State and Employer’s contribution)
  • Executive Benefit Planning
  • Qualified Retirement Plan