PROSPERiTREE approaches financial planning in a professional manner,
works in the capacity of an advisor and helps clients choose a product
best suited to their need from a range of financial products and physical assets.
our approach to financial planning is entirely consultative and client centric.
we assess, after consultations with clients, their long term
investment objectives and their risk profile. with this information and on the basis of the time horizons,
we undertake an asset allocation exercise.
in investment theory, this is considered to be the most important step
towards making successful investment decisions.
all the while we keep in mind, any specific requirements and asset preferences,
and fine tune the advice accordingly to ensure that what we recommend
is a solution "just right" for you.
our financial planning services include :
income planning,
tax planning,
insurance planning, investment planning, retirement planning and estate planning commensurate with these objectives,
we maintain a strong commitment to excellence and adhere to high ethical standards.
we offer a disciplined approach to planning which includes
portfolio management, generating retirement income, minimizing income taxes and risk management.
we use a confidential process that helps us discover your goals, and the values you use when making day-to-day and major decisions we then craft a financial strategy, designed around your unique values, to help you attain your goals, by taking an honest approach to defining your current financial position.
we help you dig deeper, search farther, and look beyond the obvious to uncover the opportunities and challenges to realizing your financial goals !
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