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.