I want to buy a house on retirement.

I want to fund my son’s education abroad in 7 years.

I will need to replace my car every 8 years.

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Identifying Financial and Life Goals

How much do I need to save and invest every month to achieve my goals?

How much can I spend every month?

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Budgeting

I have a home loan, a car loan and credit card bills and recently received 5 lakh arrears of pay.

Should I repay a loan or invest this bonus?

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Debt Repayment / Liability Management.

Are my PF and FDs good investments?

How do I invest in MFs?

How much to invest and in what type of MFs?

How to handle market changes?

How and when can I sell?

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Investment Management

I will need additional money every month over my pension.

My daughter will be getting married after I retire. How can I plan for that?

How can I leave an inheritance for my children?

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Retirement Planning

Do I need additional life insurance cover over what my employer group insurance gives me?

Till when & how much insurance cover do I need?

Should I take additional health insurance over employer health insurance?

Insurance Planning

Where can I invest to optimize tax?

How do I withdraw money from my investments to reduce tax liability?

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Tax Optimization Strategies

What laws are applicable to me?

What all should I include in my Estate Planning?

How can I make sure my family gets my assets?

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Estate Planning Advice