+91-9841567379   venkat@acuwealth.com

List of Services

Through our flagship "Acuwealth Life Cycle Solutions", we provide a comprehensive list of services taking care of all your requirements in personal finance and investments


S No

List of Services Under Financial Planning

Category

     
 

Financial Analysis

 

1

Net Worth Statement & Analysis

Financial Analysis

2

Income & Expenditure Statement & Analysis

Financial Analysis

3

Analysis of Key Financial Ratios

Financial Analysis

4

Budgeting & Cash Flow Planning

Financial Analysis

 

Insurance & Risk Management

 

5

Life Insurance Planning

Insurance & Risk Management

6

Review of Existing Life Insurance policies

Insurance & Risk Management

7

Health & Allied Insurance Planning

Insurance & Risk Management

8

Emergency Fund Planning

Insurance & Risk Management

9

General Insurance Planning

Insurance & Risk Management

10

Risk Profiling & Assessment

Risk Management

 

Investment Planning

 

11

Goal based Investment Planning

 

12

Asset Allocation Strategy

Investment Planning

13

Portfolio Structuring & Product Recommendations

Investment Planning

14

Review of Existing Investment Portfolio

Investment Planning

15

Periodic Investment Recommendations

Investment Planning

 

Tax & Estate Planning

 

16

Tax Efficient Portfolio Structuring

Tax & Estate Planning

17

Tax Planning through Trusts

Tax & Estate Planning

18

Inter-generational transfer of assets

Tax & Estate Planning

19

Annual Income Tax Returns

Tax & Estate Planning

 

Annual Monitoring & Review

 

20

Review of Action items

Annual Monitoring & Review

21

Annual review of Income/Surplus

Annual Monitoring & Review

22

Annual Review of Goals

Annual Monitoring & Review

23

Portfolio Review of Investments

Annual Monitoring & Review

24

Periodic Asset Re-balancing

Annual Monitoring & Review

 

Customer Service & Support

 

25

Execution Services for all financial products

Customer Service & Support

26

Online Portfolio Monitoring Tool

Customer Service & Support

27

Annual Capital Gains Report

Customer Service & Support

28

Ad-hoc support for queries

Customer Service & Support

Contact Details

162, Arcot Road, Second Floor,
Opp. to World of Titan Showroom, Kesavardhini, Valasaravakkam, Chennai 600 087, India

Mobile: +91- 9841567379 Email: venkat@acuwealth.com

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