Financial Planning

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Financial Planning

SMC is one of the leading financial planning companies whose financial planning advisory services have won many admirers. In fact, we take pride in the fact that we offer detailed and comprehensive financial planning services to our clients. We start by analyzing your financial position thoroughly. We then meticulously plan your investment objective and prepare a blueprint for the future. It covers all your financial requirements like your child’s education, marriage, your retirement as well as restructuring of loans and tax optimization.

GOAL PLANNING

Goal Planning

At SMC we help you draw long-term objectives that are inclusive of your life post-retirement. We earmark your portfolio to each of your future requirement according to the priority and devise a detailed plan to achieve your long and short-term goals.

Investment Planning

We chart out our investment planning procedure in such a way that it gives you a clear inkling about how to utilize your resources so that you meet your objective. There are hundreds of different investments to choose from. Cash, property, equities and bonds are some that readily come to mind. A good investment plan will have a fair share of them all.

By helping you zero in on measurable and clear objectives we help you achieve the best mix of investments for each objective in the best possible manner. It must be noted that it is important to develop a strong foundation from the very beginning. We do our best to assist you in making requisite adjustments that will never let you lose your track.

Investment Planning
Retirement Planning

Retirement Planning

Retirement planning is the most involved and intricate and requires careful deliberation. You require a constant flow of income to maintain a lifestyle post-retirement that you are used to.

We guide our clients through a comprehensive and detailed retirement planning procedure. We assist them in enhancing their wealth and planning for their life after retirement. We quantify your requirement as well as assist you in achieving it.

Risk Planning

Managing risk forms the very basis of our approach to investing. We take into account both risk and return from every angle as we assess intricate investment scenario of present times. We assess risk after careful deliberation and formulate strategies that can bail you out in diverse market crisis.

Risk Management Services
Succession Planning

Succession Planning

The value of succession planning is very important and, therefore, cannot be negated. Whether it is the case of a will or gift, or a trust, it is important to recognize relevant structures to transmit your estate. We help you understand the nature of the estate as well as the beneficiaries based on your decision of who receives how much and when.

The outstanding services that the company has provided over the years have elevated it to the position of one of the leading financial advisors in the country. All you need to do is to get in touch with us and we will be more than happy to help you in our capacity of financial advisor.

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