Year-End Financial Review & 2025 preparation
Comprehensive analysis of your 2024 finances and strategic planning for optimal financial outcomes in 2025
Original price was: ₹6,250.00.₹5,000.00Current price is: ₹5,000.00.
100 in stock
This service would include a 60-minute Year-end review meeting with our Financial Planner and would be ideal for those who wish to do a year-end financial review and start financial planning for the next year 2023
Every situation is different so “one size doesn’t fit all”
There may be additional considerations and/or discussions that should occur. Now is a very good time to meet with our financial advisors for year-end review.
✔ Financial goals and objectives
✔ Current financial situation analysis using “Financial X-ray tool”
✔ Estate net worth and liquidity
✔ Saving ratios, Financial Asset ratio, and Emergency Fund adequacy.
✔ Concerns around elevated market levels and inflation risks
Additional information
| Period | Annual |
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