Self Employeed

In a similar case as that of Business Owners, self-employed professionals faces common challenges, particularly in the areas of finance, accounting, and investment management. Having a manpower constraint and shortage of time to build and monitor long term investment portfolio affects them the most. They also face an issue of weak balance sheets and the profit ratio as compared to the turnover is not good. We can provide valuable insights and strategies to help improve the financial health of self-employed individuals and rebuild their balance sheets based on our experience of last several years .

We offer following services for a Self-employed Professional

  • Financial Well-being
  • Portfolio review & re-structuring
  • Retirement Solutions
  • Tax Planning
  • Real Estate Solutions

Self-employed professionals face a unique set of challenges when it comes to managing their investments. Here are some common problems they may encounter:

  • Irregular Income
  • Lack of Employer-Sponsored Retirement Plans
  • Limited Access to Benefit
  • Business Expenses and Cash Flow Concerns
  • Tax Complexity
  • Time Constraints
  • Retirement Planning Responsibility
  • Risk Management
  • Lack of Employee Benefits
  • Market Volatility Impact

To address these challenges, self-employed professionals are provided professional assistance in financial wellbeing and creating a comprehensive financial roadmap of their investments, prioritize emergency savings, and establish a disciplined approach to saving and investing. Balancing business and personal financial goals is key to achieving long-term financial success and we play an instrumental role in the same.

We offer following specific services for a Self-employed Professional besides our other services:

  • Mutual Funds
  • General Insurance
  • Mediclaim and Group Mediclaim Schemes
  • Fixed Deposits
  • RBI Bonds
  • Professional Indemnity
  • Business Loans
  • Loan against Property
  • Real Estate Investments in India and abroad
  • Tax Consultation
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