There are various kinds of needs and life-events, some of which are listed below:
- Buying a Home
- Job Transition
- Parenthood
- Children’s Education
- Children’s Marriage
- Retirement Corpus
- Post Retirement pay-out
- Insurance
- Tax planning
We have already dealt with above specifically in different sections. What we can do is that we can also take up specific planning to ensure you meeting a specific Purpose. It is important to note that we do consider asset allocation while designing the specific purpose to place balanced approach in the investment.