Financial Planning

We offer Financial Planning – Modular and Comprehensive covering Client profiling, Cash Flow Analysis & Asset Allocation.

Advisory & Financial Planning solutions offered

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Investment Plan

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Investment Portfolio Analysis with Financial Review

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Tax Savings Advice

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Retirement Income Plan

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Progressive Life Stage Financial Plan

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Loans & Liability Review with Management Plan

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Risk Cover & Insurance Review

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Succession & Inheritance Planning

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Plan Monitoring and Ongoing advisory

We at InvestEdge provide customized solutions to optimize returns across asset classes and effectively hedge & manage personal risks & liabilities aligning to an individual’s risk profile.

Address

InvestEdge Consulting
“Commercial Point”,
79 Lenin Sarani, Unit: 509,
5th Floor, Kolkata-700013

Email

sanjay.roy@investedgeconsulting.com

Phone

+91 33 22267743