Financial Assessment
Financial Health Check
We at KSP Wealth do an extensive and collaborative sessions with our clients to cover various dimensions of needs involving them and their loved ones to come with a holistic approach to build a simplified financial framework allowing to invest for life goals
Savings and Expenses
Categorisation of Savings and Expenses which are more frequent every month to determine Spending patterns that gives insights to mandatory and ad-hoc expenditures
Liabilities
Categorisation of Financial Liabilities that include Loans for Home, Personal, Mortgage and Credit Card debt
Other Savings & Sources of Income
Analysis on different asset classes including Gold, FDs, PFs, PPF, ULIPs and any other savings along with Real estate or Bonds that provide a passive source of income
Final Assessment & Recommendations
Detailed coverage of all financial aspects of the client to perform a final assessment on presenting different outlooks and designing an ideal framework for monthly budgeting with minimal deviation