High-level Financial planning service includes comprehensive investment management alongside financial advice, tax guidance, estate planning, and even legal assistance.
our service offered under wealth management is best suited to our affluent clients.
Under our expertise, you will get the following Packages:
Basic:
- Equity research/valuations
- Financial models of target companies
- 10 yr annual 5 quarterly
- Common analysis
- Ratio analysis
- 2 to 3-page report indicating buy, sell, and hold recommendations
Standard:
- Equity research/valuations
- Financial models of target companies
- 10 yr annual 5 quarterly
- Common analysis
- Ratio analysis
- Peer analysis
- Industry analysis
- Micro/macro analysis
- Coverage initiation report
- Full one-year coverage report
Premium:
- Investor policy statement (IPS)
- Research reports on assets classes(bonds, equities, fixed income, real estate, alternatives)
- Financial models of target companies
- 10 yr annual 5 quarterly
- Common analysis
- Ratio analysis
- Peer analysis
- Industry analysis
- Micro/macro analysis
- Coverage initiation report
- Full one-year coverage report
Contact us! for any other finance-related task.
Why should you hire us?
- On-time delivery
- Customer-centric
- Availability 24 by 7
- Quality work
- Expert solutions
Note: Contact us before placing your order.
FEEL FREE TO GET INITIAL CONSULTATION FROM OUR EXPERTS!!!
THANK YOU!