Legacy Management
Legacy live forever. Human may mortal but his estate, legacy are eternal.
Legacy live forever. Human may mortal but his estate, legacy are eternal.
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Money earning and growing it is relatively easy through various investments. But it is quite difficult to manage him properly and double the amount of wealth for sure. Due to its deficiency many families are financially vulnerable. Because different investment plans are of fixed duration. Later it benefits the depositor. So he has to continue his investment. In any case, if the depositor becomes incapacitated or incurable after any accident, in case of illness or no more, then those deposits are appropriate as a result of non-operation.They cannot be returned as promised. Due to which the family suffers financial loss and the investor also can't meets his specific financial goals.
On the other hand, after the death of the depositor, there is often difficulty in equal distribution of his assets. Its liquidation also takes time assuming the family faces various financial problems. Also, fixed assets such as houses and cars are often sold for unpaid taxes or loans. Similar dangers are faced after the death of a business partner.
Estate planning to save you from all these problems. Through this the depositor's legacy is also maintained among the heirs. Here the depositor gets ownership of the property immediately after paying only 5% of the total asset value. It is easily transferable so that in the absence of the depositor the assets are transferred to the heirs within a short period of time. And this asset cannot be acquired by the bank or the loan collector in any way. On the other hand, if the depositor is incapacitated due to an accident or no more, the fixed assets are transferred to the heirs and financial assistance is available to meet the household expenses during this period. Also the growth of wealth here also happens through bonus, that profit is also available. If the depositor wants to use it as a source of regular income during his lifetime, he can also use it at a certain time.
Money earning and growing it is relatively easy through various investments. But it is quite difficult to manage him properly and double the amount of wealth for sure. Due to its deficiency many families are financially vulnerable. Because different investment plans are of fixed duration. Later it benefits the depositor. So he has to continue his investment. In any case, if the depositor becomes incapacitated or incurable after any accident, in case of illness or no more, then those deposits are appropriate as a result of non-operation.They cannot be returned as promised. Due to which the family suffers financial loss and the investor also can't meets his specific financial goals.
On the other hand, after the death of the depositor, there is often difficulty in equal distribution of his assets. Its liquidation also takes time assuming the family faces various financial problems. Also, fixed assets such as houses and cars are often sold for unpaid taxes or loans. Similar dangers are faced after the death of a business partner.
Estate planning to save you from all these problems. Through this the depositor's legacy is also maintained among the heirs. Here the depositor gets ownership of the property immediately after paying only 5% of the total asset value. It is easily transferable so that in the absence of the depositor the assets are transferred to the heirs within a short period of time. And this asset cannot be acquired by the bank or the loan collector in any way. On the other hand, if the depositor is incapacitated due to an accident or no more, the fixed assets are transferred to the heirs and financial assistance is available to meet the household expenses during this period. Also the growth of wealth here also happens through bonus, that profit is also available. If the depositor wants to use it as a source of regular income during his lifetime, he can also use it at a certain time.
I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy book reading & cooking.
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Chandni Bagan (ramsaran math) Mohiary P. O. Andul-Mouri, Howrah-711302
Mon | 10:30 am – 05:00 pm | |
Tue | 10:30 am – 05:00 pm | |
Wed | 10:30 am – 05:00 pm | |
Thu | 10:30 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | 10:30 am – 05:00 pm | |
Sun | 10:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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