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