Retirement Planning

Shree Financial Retirement Solutions delivered in three phases:

Phase 1: Aggregation and Analysis

• Money Behaviour Analysis and Risk Profiling
• Data Aggregation
• Capital Sufficiency Analysis
• Insurance Portfolio Analysis
• Wealth Mapping

Phase 2: Portfolio Realignment and Implementation

• Portfolio Realignment & Implementation
• Investment Advisory & Portfolio Management
• Personal Taxation
• Estate Planning
• Optimizing the Ecosystem

Phase 3: Steady State

• Continued portfolio management and allied services as described in phase 2