Bespoke Services
One Size Does Not Fit for All !
Finance Square is a bespoke full-service financial planning firm. This means that we offer custom-tailored investment and insurance products as per the need of our clients.
We evaluate our client's needs, goals and their stage in life to determine the right product mix.
Following is the broad list in the areas we work :
Financial Planning
Financial Planning involves knowing the income, expenses, assets and liabilities of a person and developing a sound financial plan for achievement of your financial goals.
Wealth Protection
Wealth Protection means protecting the wealth by buying various insurance products to hedge (protect) your downside risk in erosion of wealth.
Portfolio Management
Porfolio Management involves investing in productive asset classes as per the risk tolerance of the client and the time in hand for achievement of a financial goal.
NRI Investment Services
Finance Square has experience in on-boarding NRI clients by complying with FEMA, FATCA, various other applicable laws and getting them investment ready in Indian stock-markets.