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Fixed Income can be a very important investment class by which one can diversify his/her portfolio to reduce risk.
A term plan is ideally suited for individuals who are the single bread earner of the family with high financial liabilities.
Any insurance policy that is not life insurance may be classified as general insurance.
A Will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children.
A Financial Plan is a generic direction to your cash flows over a period of time.
Gather data, including goals.
Analyze and evaluate your financial status.
Implement the financial planning recommendations.
Monitor the financial planning recommendations.
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Congratulations because you're looking into Financial Solutions and that's the first step in taking control of your financial life.
Our focus is to integrate all your assets together to achieve your goals, because at integrated we believe that "Integration is the Key to Wealth".
Prashant Shah
DirectorPrashant Shah is the Founder Director of Integrated Wealth Management Pvt Ltd. He has an experience of 12 years in the Finance Industry
Integrated Wealth offers goal based financial solutions. Our goal is to work with our clients to understand their needs and help them in realising it.
Please take few moments and browse through the site and you may bookmark it, because once you see what Integrated can do for you, you'll likely be coming back.
“ We provide full and specific solution for every client. ”
WeFinance is one of the world's best company in a financial sectors We 100% providing what our customers expects from us.
The Great denouncings pleasures and praisings pains was born and will give you a complete seds accounts off the systems and expound the actually teachings the great seds ut explorers the masterd teachings great explorer of human happiness.
“ We provide full and specific solution for every client. ”
WeFinance is one of the world's best company in a financial sectors We 100% providing what our customers expects from us.
The Great denouncings pleasures and praisings pains was born and will give you a complete seds accounts off the systems and expound the actually teachings the great seds ut explorers the masterd teachings great explorer of human happiness.
“ We provide full and specific solution for every client. ”
WeFinance is one of the world's best company in a financial sectors We 100% providing what our customers expects from us.
The Great denouncings pleasures and praisings pains was born and will give you a complete seds accounts off the systems and expound the actually teachings the great seds ut explorers the masterd teachings great explorer of human happiness.
One thing I was very lazy in my life is financial planning for self, but the whole scenario changed ever since I met Prashant. He has not only met but surpassed my expectations of working with financial adviser.
I am Ravhi Agarwal, Owner of Adorn Jewels having specialisation in customised Diamond Jewellery, I was managing my portfolio on my own, however was not satisfied by the performance as I was not able to focus on it completely due to time constraint.
A good friend is one who is a good listener, who understands your concerns and aspiration, who is always there when you need an honest opinion, and who has your best interest at heart in all situations.
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