Financial Planning Services

Education

  • Education
  • Investing options
  • Sample Profit & Loss Account
  • Sensex EPS Vs Price Analysis

Overview of Current Position

  • Analysis of current investments
  • Balance Sheets
  • Income Statements

Financial Plan Preparation and Presentation

  • Creation of the financial plan
  • Assumptions
  • Options Available
  • Compounding Effect on Goals
  • Necessary calculations

Portfolio Allocation

  • Current Asset Allocation
  • Restructuring Portfolio
  • Restructuring Tax Strategy

Strategy Execution and 12 Month Plan

  • Once approved—plan executed, investments executed
  • 12 Month Action Plan

Research and Review

  • Retirement Model
  • Equity Allocation
  • Debt Allocation
  • Scheduled reviews
  • Education

Guardian Capital Investments Advisors Pvt. Ltd © 2024. All rights reserved (Non-Individual)

SEBI registration number: INA200005380

Valid till - August 16, 2026

BASL Registration Number: 1690

Principal Officer - Aseem Sen Gupta
M: 9560030404 E: aseem.gupta@gcia.in

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