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At Kesari Financial Services we believe retirement planning requires a 360-degree approach which begins with understanding clients – their needs, risk appetite & various life-stage goals – to draw up their asset allocation plan and monitoring it on a continuing basis. We will be the customer’s retirement friend – advising and developing tailor-made solutions across various asset classes to help plan for their retirement. We are different from a Wealth Advisor/Investment Planner/ Insurance Agent. While these have a targeted audience with a specific objective either to cover their life risks or ensure better return on investments, the scope of Indian Wealth Management is focused on advising solutions aimed at retirement security. This includes the entire gamut of services in terms of Advisory, Insurance, Asset Allocation, Investments & Retirement Planning.
We offer a “lifetime” solutions and advices to our clients, to look at the entire span of their lives. Our team will guide you in accumulating a retirement corpus for fulfilling your goals and achieving a financially independent life after retirement. This includes facilitating the most economic insurance covers and also guidance to optimize tax benefits. We also provide an actuarial estimate of post retirement expenses and a tax efficient alternative to the annuities offered by Insurance companies, on the Mutual Fund platform.
Clients need an expert who puts their interests above everything else and is equipped to provide them with customized solutions. Kesari Financial Services is an expert, which can deliver a holistic retirement plan using various tools, products, knowledge and other infrastructure to enable clients achieve their financial goals.
At Kesari Financial Services, we believe retirement planning requires a 360-degree approach which begins with understanding clients – their needs, risk appetite & various life-stage goals – to draw up their asset allocation plan and monitoring it on a continuing basis. We will be the customer’s retirement friend – advising and developing tailor-made solutions across various asset classes to help plan for their retirement. We are different from a Wealth Advisor/Investment Planner/ Insurance Agent. While these have a targeted audience with a specific objective either to cover their life risks or ensure better return on investments, the scope of Indian Wealth Management is focused on advising solutions aimed at retirement security. This includes the entire gamut of services in terms of Advisory, Insurance, Asset Allocation, Investments & Retirement Planning.
We offer a “lifetime” solutions and advices to our clients, to look at the entire span of their lives. Our team will guide you in accumulating a retirement corpus for fulfilling your goals and achieving a financially independent life after retirement. This includes facilitating the most economic insurance covers and also guidance to optimize tax benefits. We also provide an actuarial estimate of post retirement expenses and a tax efficient alternative to the annuities offered by Insurance companies, on the Mutual Fund platform.
Clients need an expert who puts their interests above everything else and is equipped to provide them with customized solutions. Kesari Financial Services is an expert, which can deliver a holistic retirement plan using various tools, products; knowledge and other infrastructure to enable clients achieve their financial goals.
