Indian professionals are top notch but sometimes it is this very quality of being knowledgeable and intelligent in medicine and general affairs that makes them commit a lot of financial mistakes. It normally takes a personal financial disaster, introspection or peer feedback that makes a professional realize that he needs help.
Professionals generally take a rudimentary or a product centric approach when it comes to making prudent choices about money. Very rarely they take a holistic view of his financial situation. Most think of financial planning as investment planning or tax planning or just real estate investments
We can help professionals avoid costly mistakes, create and preserve wealth, leave a legacy spanning across generations and more importantly help doctors live a fulfilling life.
Solution Offered : Treasury | SIP | Retirement | Professional Liability | Individual Risk Cover