Explore your personal goals

Different profiles, different needs

What investment strategy we recommend for you has a lot to do with your lifestage, profile, occupation and other factors. Although our final recommendation is tailor-made to suit your individual requirement, here’s an overview of how we typically approach this :


By Profession

Retirees

Capital Preservation | Regular Income | Govt benefits

Business Owners

Working capital | Emergency Fund | Tax Efficiency

Doctors

Income Replacement | Practice Growth | Tax Efficiency

Salaried Employees

Financial Independence | Goals | Risk management 

Self Employed

Income variability | Retirement planning | Healthcare

By Needs

Retirement

Estate planning | Monthly payouts | Emergency Funds

Healthcare

Cost estimate | Instrument selection | Tax implication

Wealth Creation

Long term goals | Diversification |Review & adjustment

Education

Goal setting | Timely allocation | Edu schemes