Financial Planning is a comprehensive process that involves evaluating and working towards acquiring the funds required to achieve definite objectives.
Adequate investment and financial policies are framed based on the current assets, expenses, debts, savings and the long-term as well as short-term requirements of an individual or a corporation. Appropriate measures are planned and executed to ensure a reasonable balance is maintained between the incoming and outgoing capital while simultaneously reducing uncertainties with regards to changing market trends.
Developing a specific financial plan is moving one step closer to your life’s goals as it aids in increasing your savings, endorses a better standard of living, makes you well-equipped to handle emergencies and tackle inflation. The most indispensable benefit of financial planning is that with contingency funds and sufficient capital at the ready, you can enjoy peace of mind.
Our extensive experience and pragmatic approach combined with our in-depth knowledge of the subject helps us provide our clients with a wide set of fully integrated tax and regulatory services.
We routinely monitor the constant amendments in the GST law in order to enable business models optimize the tax impact at every stage of their business lifecycle. Our team of experts present evolving taxation strategies based on legitimate planning.
We offer assistance in preparing, reviewing and filing of corporate and non-corporate returns and availing exemption certificate and approvals. We believe in catering to the needs of our clients in all aspects of finance and help manage compliance risks.
Estate Planning refers to the passing down of property, family heirlooms, personal accolades and other assets from one generation to the other. It is a prudent step towards ensuring the financial security of your loved ones and minimizing the legal hassle caused by any unforeseen event.
We all know that even though we are unaware of the time, death is a certainty. Dying intestate ( i.e. without making a legal will ) can result in legal disputes, disagreements and bitterness in the family. Therefore, the best way to avoid such complications is to procure a systematic estate plan and determine what happens to your estate after your demise according to your will.
The process of estate planning is dynamic and needs to be reviewed at regular intervals to reflect any changes that might occur in your personal life or in the laws of the country you reside in.
Wealth management is a financial service devised to help clients design long-term financial goals that suit their personal needs, and then design and implement investment strategies to achieve those goals.
A major feature of our wealth management proficiency is the blend of specialized investment advisory service and financial counselling to sustain and multiply your funds. We at Wealth Bees keep a holistic approach towards wealth and work hard to offer robust advice to our clients.
There are certain loans that are secured on your home or your car or other assets by the lender as collateral in case you are unable to pay back the loan. Secured loans have a lower rate of interest and generally there is no need for a guarantor. This is a good option for long-term borrowers or those who require a large sum of money.
Unsecured loans are also called personal loans and tend to have higher interest rates. In this case, the borrower agrees to make regular payments to the bank or any other lender until the loan is repaid in full, along with the interest due. Additional charges are incurred if the payment is missed or made late. Unsecured loans are a better option if you require immediate cash for short-term expenditures.
We are motivated to help you make the better choice for yourself.
An insurance policy is a contract in which an individual or entity can obtain financial protection and/or reimbursement against losses from an insurance company. Insurance policies are used to prevent the risk of large and small economic losses that may result from damage to the insured entity.
Our understanding of the types of insurances available and their components - premium, policy limit and deductible will help you choose the policy that best suits your needs.
Our commitment to our clients and our resolve to yield good results is our driving force. We aim to improve your operational processes and capacity to maximize profits. We serve our clients with utmost care and are therefore, dedicated to make the best out of every opportunity.