Tax Consultation Services

Mr Prem Prakash helps investors with their long-term investment planning, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals and who actively monitors the client's investments and continues to work with the client as goals change over time.

Our Holistic Approach to Financial Planning sets us apart from other Financial Advisors in the market. Our services are delivered through a well-established and popular Six-Step Process of Financial Planning covering activities like establishing relationships, gathering client data, analyzing client situation, developing financial plan, implementing recommendations and monitoring progress. We ensure all the Components of Financial Planning like fundamentals, insurance, retirement; investments, taxes and estate are taken into consideration and are not treated in isolation while recommending strategies. The ultimate goal of Financial Planning is to ensure you achieve your Financial objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life changing events and attaining financial discipline in life. We welcome you to explore and benefit from this holistic approach to Financial Planning which is now available through us.

Single Component Planning:-

We believe in:-

  • Keeping our clients interest first before ours while imparting advice.
  • Striving in helping our clients achieve their financial goals and dreams.
  • Ensuring confidentiality of client data and information.
  • Understanding each of our client's unique needs, values and goals & leaving no stone unturned in our endeavor to make them come true.
  • Hand-tailoring the Financial Plan that is based on well-researched, academically sound Financial Planning strategies for each client.
  • Working closely with our clients and educating them during the Planning process so that they are empowered to make smart decisions about their money.
  • Striving to be readily available to provide information and assistance to our clients and respond speedily and promptly to client requests.
  • Encouraging our clients to share their opinions, request explanations and express their preferences. In return, we are forthright and open in all our exchanges with our clients.
  • Offering advice that is independent of any Bank, Mutual Fund or Insurance company affiliations.

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