Risk and Wealth management

It is good to consult your CA before you take any wealth management plan or even for taking an insurance policy. Our team has expertise in the field of Risk and Wealth management which can provide best advice on investment options and risk management. Our Services include

• Business Exit plan

• Retirement plan

• Children education planning

• Creation of non attachable trust

• Partnership buy sell agreement

• Business valuation and take over planning

• Planning for employees

• Other Risk and wealth management service.