Financial Planning

KRC FINANCIAL PLANNING - NRI Solutions

Apart from customized wealth management services, investment guidance and personalized solutions, KRC offers its NRI clients personalized assistance to meet the specific administrative and legal obligations required in this category to create efficient and smooth execution of investment solutions.

Process:

• Assessment and analysis of your current financial position with reference to equity, fixed income generating assets and Life/ Medical Insurance
• Determining your needs and setting your financial goals 
• Developing a strategy to enable you to achieve your financial objectives with acceptable levels of risk. 
• Monitoring the strategy and complete execution of the investments in all three areas, which will be tax efficient as well as will generate superior returns.

Additional Services:

Personal Assistance:

• Communication with your CA (filing returns and tax related issues).
• Collecting and reaching documents.
• Making payments on your behalf.
• Collecting dividends and other income, depositing the same in the bank.

Initial Reports:

• Investment Strategy and recommendations.
• Financial plan to meet your objectives and projected cash flows.
• Family Balance Sheet.
   

Quarterly Reports:

• Updated Family Balance Sheet.
• Asset Allocation.
• Amounts invested v/s Planned.
• Action Plan for next Quarter.
• New Investment Options.
   

Annual Reports:

• Updated Family Balance Sheet and Financial Plan.
• Review of achieved v/s planned investments.
• Review of Financial Plan based on Tax/Investment Scenario.