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Mani@fairmoves.in +91 9840996968

Financial Advisory Services

Elevating Your Financial Journey

Financial planning is the process of organizing your finances to achieve your financial goals. An ideal financial plan should cover the following –

  • Need Analysis
  • Budgeting and taxes.
  • Managing liquidity, or ready access to cash.
  • Financing large purchases.
  • Managing your risk.
  • Investing your money.
  • Planning for retirement and the transfer of your wealth.
  • Communication and record keeping.

Benefits of Financial Planning

  • Financial Security: Shields against unforeseen financial burdens.
  • Goal Achievement: Aids in achieving short and long-term financial goals.
  • Peace of Mind: Provides assurance and stability in uncertain times.

Types of Financial Planning

  • Retirement Planning: Securing financial stability post-retirement.
  • Investment Planning: Maximizing wealth growth through strategic investments.
  • Tax Planning: Optimizing tax efficiency for enhanced savings.
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Financial Goal Setting

Know your destination before you venture into any journey.

At Fairmoves Financial Services, we understand the importance of setting and achieving your financial goals. Our goal-setting service is scientifically designed to help you create a roadmap for your financial success.

Life is a long journey and you will have critical targets to achieve along the way & our financial goal-setting process involves a comprehensive analysis of your current financial situation, identifying your short-term and long-term goals, and creating a personalized plan to help you reach those goals.

The process includes

  • Listing and prioritising your financial goals.
  • Taking care of the financial basics.
  • Connecting each financial goal with a deeper motivation.
  • Making a financial plan to reach your financial goals.
  • Revisiting your financial goals regularly & making adjustments as and when required
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Buying an Estate as an investment is a major part of your financial planning and helps in diversifying your asset classes. However, the estate purchase comes with its own legal challenges at all stages, buying, while staying invested & selling or passing on to your legal heirs, It involves legal and tax perspective to be taken into account at all stages.

Our estate advisory services encompass a comprehensive range of strategies tailored to your unique needs. From drafting wills and trusts to minimizing estate taxes, we offer personalized solutions to protect your legacy.

Types of Estate Planning

  • Will-based Estate Planning
  • Trust-based Estate Planning

Features of Our Estate Planning Services

  • Personalized Approach: Tailor-made strategies to meet your specific goals
  • Legal Compliance: Ensuring adherence to all regulatory.
  • On-going Support: Guidance throughout the process and updates as needed.
  • Asset Protection: Shielding your wealth from creditors and legal challenges.
  • Tax Optimization: Minimizing tax liabilities to maximize inheritances for your loved ones.
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