SERVICES
Financial Assessment
A financial assessment is a process used to evaluate an individual's or organization's financial situation, typically conducted by financial institutions, lenders, or financial advisors. The main purpose of a financial assessment is to gain a comprehensive understanding of the subject's financial health, stability, and creditworthiness. This evaluation helps decision-makers make informed choices about granting loans, credit, investments, or other financial services.
Human Life Value Assessment
Human Life Value (HLV) Assessment is a financial calculation used to determine the economic value of an individual's life. It is a quantitative approach often employed by insurance companies, financial planners, and risk analysts to estimate the monetary impact of an individual's premature death on their family's financial well-being. The primary objective of HLV assessment is to help individuals and their families determine the appropriate amount of life insurance coverage needed to safeguard against financial hardships in case of the insured's untimely demise.
Child's Education Assessment
A Child's Education Assessment is a process aimed at evaluating a child's academic progress, learning abilities, and overall educational needs. This assessment helps parents, educators, and educational institutions gain insights into the child's strengths, weaknesses, and areas that may require additional support or intervention. The assessment is conducted by qualified professionals, such as teachers, school counsellors, psychologists, or educational specialists.
Risk Assessment
Risk assessment is a systematic process used to identify, evaluate, and prioritize potential risks and hazards associated with a specific activity, project, or situation. Its primary goal is to understand the likelihood and potential impact of adverse events occurring and to implement measures to reduce or mitigate those risks. Risk assessments are conducted in various fields, including business, engineering, healthcare, environmental management, and many others.
Retirement Assessment
Retirement assessment is a process of evaluating an individual's financial preparedness and overall readiness for retirement. It involves analyzing various financial and lifestyle factors to determine whether a person has sufficient funds and resources to maintain a comfortable standard of living during their retirement years.
Tax Assessment
Tax assessment is the process used by tax authorities to determine the taxable income, tax liability, and any applicable deductions or credits for individuals, businesses, or entities subject to taxation. It involves evaluating financial records, tax returns, and other relevant information to ascertain the accurate amount of taxes owed to the government.
NRI Services
NRI Services, also known as Non-Resident Indian Services, are specialized services provided by financial institutions, government agencies, and various other organizations to cater to the needs of individuals who hold Indian citizenship but reside in foreign countries. NRIs typically include people who have left India for employment, business, education, or other purposes and have maintained their Indian citizenship.
Physical & Demat Ewealth Account
A physical E-Wealth account is a term that combines elements of both traditional physical financial accounts and the modern concept of electronic wealth management. In this context, "E-Wealth" refers to the electronic management of wealth or assets, while "physical" denotes the existence of tangible documents associated with the account.
