Investment Solutions

To help you preserve and grow the assets you have accumulated, we have adopted two investment principles that we hold sacred.

Strategic Asset Allocations provide the foundation to managing the long-term risk and return of a portfolio.

Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.

Tax Solutions

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. Tax Planning for you might include:

• Income Tax Preparation
• Wealth Tax Preparation
• Estimated Tax Calculations
• Retirement Plan Optimization

Education Fund

One way we implement education planning into your financial portfolio is assisting you in setting up an Education Fund.

• How much should I contribute each year?
• How much will a college education cost when my child turns 18?
• What if my child gets a scholarship?

We empathize with these concerns and incorporate them into your overall financial plan.

Risk & Insurance Solutions

Facing our mortality is difficult. Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones. A successful risk management program includes answering several questions: What happens if you/your…

• Become ill or injured?
• Are in a car accident?
• Get old and need care?
• Cannot work for an extended period of time?
• Should die unexpectedly?

Risk reduction strategies often involve using various forms of insurance to protect themselves from downside risk. Possible forms of insurance might include:

• Life Insurance
• Health Insurance
• Disability Insurance
• Critical illness cover
• Cancer Care

Retirement Solutions

Retirement Planning should begin in your 20’s. As studies have shown, the earlier you start the more likely you are to achieve your goals. Power of Compounding works for you. Once a person reaches their 50’s and 60’s, they need to start planning on managing their assets to optimize their cash flow needs in retirement.

Retirement planning strategies should be designed to suit your goals and comfort level as well as to take advantage of tax saving opportunities. In order to assess your ability to comfortably retire, we review your current retirement assets, including PPF, EPF, NPS, Gratuity, pensions, and Life Insurance Maturity proceeds. By analyzing your cash flow and spending habits and by considering tax implications and inflation, we can help you develop your own Primassure Prime Planning to reach your goals.

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Estate Plan

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. For an estate to be passed on to the heirs, there could be settlement costs, such as probate fees. A sound estate plan can eliminate many of these problems that arise during the settlement of an estate and help you accomplish the following:

• Ensure that your wishes are honored when you are unable to manage your own affairs.
• Communicate your wishes and expectations precisely to your family and heirs.
• Provide for your family’s financial security.
• Provide capital to meet immediate liquidity needs for settlement costs.