A specific action plan is then implemented to assure that your overall plan comes to life. Once your plan is up and running, it should be reviewed periodically to assure that you are moving to your goals. These goals may include
- Buying a house
- Buying a car
- Saving for your child’s education
- Your daughter’s marriage
- Eventually planning for retirement
Why should I start planning my life cover needs now?
Retirement Planning : With retirement not far around the corner, your needs will be rapidly changing. And you will be asking the big questions – what does retirement mean to me, and will I have enough? How can I be better off? As our lives change, our financial needs and priorities change too. Even if you’re years away from retiring, you’re wise to be thinking about retirement planning. Years from now you’ll be a lot happier saying,“I’m glad I did” instead of “I wish I had”. A retirement plan is an assurance that you will continue to earn a satisfying income and enjoy a comfortable lifestyle, even when you are no longer working. Big Bull Corporate Advisory will help you understand how much you need to grow your wealth before you retire and how to plan for it.
Concerns of Retirement :
- Most people are faced with three important questions when they start thinking of Retirement.
- Retirement planning means saving sufficient funds to provide for a comfortable lifestyle after retirement.
- We can plan and advice you how to build up your Retirement savings over a period of time from now. We have proven asset allocation strategies that will help you get higher ‘inflation-adjusted’ returns on your existing assets. We also track and re-balance their assets to protect it from the volatility of the markets.
Wealth Management
Successful Wealth management is an ever changing deal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals.. Its not just about timing your investments, its also about how much time you give them.
Don’t let short term hiccups and the ups and downs of business cycles come between you and your wealth creation. Wealth Management is an ongoing process and our commitment to your wealth creation.
A few steps with us can take you there
- Client Profiling & Segmentation
- Asset Allocation
- Review of existing portfolio
- Implementing/Optimising Asset Allocation
- Investment Proposal
- Execution
- Monitoring & Updation
- Periodic Portfolio Restructuring