Individual Services

Investment Planning Review:

An "investment planning review" typically refers to an evaluation or assessment of an individual's or organization's investment strategy and portfolio. During a review, financial experts analyze various aspects of the investment plan, including asset allocation, risk tolerance, performance of individual investments, fees, taxes, and overall alignment with financial goals. The review aims to identify strengths, weaknesses, opportunities, and threats in the current investment approach and may involve adjusting or recommendations to optimize the portfolio for better returns and risk management.

Insurance planning review:

An "insurance planning review" involves assessing an individual's or organization's insurance coverage to ensure it aligns with their current needs, goals, and circumstances. During the review, insurance professionals typically examine existing insurance policies, such as life insurance, health insurance, property insurance, and liability insurance, to evaluate coverage levels, policy terms, premiums, and any potential gaps in protection. The goal of an insurance planning review is to ensure that the individual has adequate insurance coverage to protect against various risks while also optimizing costs and taking advantage of any available opportunities for improvements or adjustments to the insurance portfolio.

Risk Management Review:

Risk management for individuals involves identifying, assessing, and mitigating risks that may affect their financial well-being, personal safety, and overall quality of life.

Inheritance Management Review:

Inheritance management typically refers to the process of handling and distributing assets, properties, or rights passed down from one generation to another. This is commonly associated with the legal and financial aspects of passing on an individual's estate to their heirs or beneficiaries.

Retirement Planning Review:

Retirement planning involves the process of setting financial and lifestyle goals for your retirement years and creating a strategy to achieve those goals. It typically includes various aspects such as saving and investing for retirement, estimating future expenses, determining sources of retirement income, and considering factors like healthcare and long-term care needs. Here are some key components of retirement planning:

Tax Planning Review.

Tax planning involves strategizing to minimize tax liabilities by making informed decisions about financial activities and transactions. The goal is to legally reduce the amount of taxes owed while achieving other financial objectives.

Tax Filing & Management:

Tax filing can be a complex process, and it's important to ensure accuracy to comply with tax laws. Here are some general steps you can follow:

  • Gather Necessary Documents:
  • Choose the Right Tax Form:
  • Filing Status:
  • Income Reporting:
  • Deductions and Credits:
  • Complete the Forms:
  • Review and Double-Check:
  • File Electronically or by Mail:
  • Pay Any Taxes Owed:
  • Keep Records:

Remember, tax laws can change, and individual circumstances vary, so it's always a good idea to stay informed or seek professional advice. If you have specific questions about your taxes, it's recommended to consult with Artha Aikya a tax professional we can provide personalized guidance based on your situation.

 
     
11975 Times Visited