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  • Plans to Achieve your Financial Goals
    finance is all about financing your plans Setting realistic financial goals can be rewarding How to plan your finance Financial plans are written and well defined strategies for maintaining the right financial health and reaching preset financial goals Better you consult a financial planner as they would help you define your financial goals professionally with realistic approach How to Set Financial Goals Common sense presumes you should have a goal based financial planning that should be specific measurable realistic attainable and timely It is also a great start to identify your short term and long term goals Do you want to save for your children marriage or are you planning to buy a car Both could be your financial goals Finding the Cash Flow Financial goals setting require you to set aside funds on a regular basis to help you materialize your goal If you are short of funds a review of your monthly expenses would help you ascertain what can potentially be redirected towards your long term goals Objective of Setting a Goal Financial planning and goal setting are long term approach and commitment that you make to yourself To develop a right and foolproof goal based financial plan

    Original URL path: http://www.srefp.in/financial-goal-plan.html (2016-05-01)
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  • sitemap
    Wealth Management Retirement Planning Tax Planning Insurance Planning Emergency Planning Goal Planning Education Planning Marriage Planning Calculater Career Contact Us Investor Login Sitemap Home About Us Financial Services Financial Need Investment Planning Wealth Management Retirement Planning Tax Planning Insurance Planning Emergency Planning Goal Planning Education Planning Marriage Planning Calculater Career Contact Us Financial Planning Financial Consultancy Investment Planning Wealth Management Retirement Tax Planning Insurance Emergency Goal Planning Start A Plan

    Original URL path: http://www.srefp.in/sitemap.html (2016-05-01)
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  • Wealth Management Planning & Services By Sykes & Ray Financial Planners
    family trust and a relationship with you that enriches every other relationship of your life We ensure your legacy but before we get you there where you would like to reach by helping you draft your living wills living trust etc What is the Big Fuss Wealth planning is more than merely retirement and wealth transfer It s all about realizing your family s particular goals and visions by delineating the right strategy support and resources We need to thoroughly understand the situation your objectives and help you recommend thoughtful estate planning and mutual and close coordination with associated personal advisors The Chronological Strategy We Follow Our wealth management advisory approach is an amalgamation of personal finance planning and investment consultation We are of the vision that when it comes to planning your finance it is necessary to understand your life goals to ascertain how you can reach there Your wealth plan will encompass a wide range of phases concerning the management of your wealth that includes asset allocation cash flow evaluation credit management asset diversification making a will etc Customized Wealth Plans We are trained and accredited financial advisors who can guide you with your investment decisions We offer most suitable and reliable solutions given your individual needs investment objectives and risk appetites that include Education planning for your children Protection for your family Managing and growing wealth Retirement planning Philanthropy planning Family governance Portfolio management Risk management Business planning Tax planning Insurance planning Why Should You Trust We re full service wealth planners offering a sophisticated fusion of diligent financial planning along with multifaceted portfolio management offering extensive financial services and absolute after tax returns to your heirs It s time now to protect your assets We can help you safeguard your most valuable asset and help you

    Original URL path: http://www.srefp.in/wealth-management.html (2016-05-01)
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  • Career
    pursue a career in personal financial planning Financial Planner SRE grooms you in the diverse field of finance spanning the various aspects of personal financial planning As a junior financial planner you are challenged to acquire immense knowledge in developing your career horizon with regards to building client management and soft skills along with the practical side of personal financial planning You are responsible for the business development of the department from the very base level Senior Financial Planner Individuals with outstanding academic qualifications along with on field knowledge but without a cliental base are suitable for this path SRE provides additional tools to enhance your skills in handling finance taking into consideration the different circumstances of existing clients and building a healthy relationship with them You will be responsible for delivering end to end services from acquiring the client to making a comprehensive financial plan followed by the implementation of the same Your inputs would help in developing a fortified team and help in problem solving for our junior associates Team leader Team Leaders need to build up leadership skills in driving effectiveness a dynamic team comprising of financial planners and wealth managers as well as all the clients being handled by the team focusing on increasing the productivity of SRE You need to develop strategies for business growth in terms of the number of clients as well as asset under management via setting up financial seminars and financial training workshops It will be needed for you to participate in financial events to build relationship with external financial bodies participating in recruiting campaigns for building the team writing articles for media and online blogging for brand building activities You must have control of the front office as well as back office in totality Wealth Manager Wealth Managers are responsible

    Original URL path: http://www.srefp.in/career.html (2016-05-01)
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  • Investment Planning
    safety and growth You need to decide which one is your priority out of these three Based on this you must select and plan your investment strategy How to Formulate your Investment Plans Make an Assessment Kick start your investment journey by analyzing where you currently stand How old are you your source of income what is the time horizon or how long can you invest to touch the investment goal goes hand in hand Don t forget to gaze your investment knowledge though you can also consult an investment consultant Know What You Have Knowing where you are is equally important as being aware of what you possess Start with analyzing what bonds or stocks you currently hold if any This will help you delineate a well defined investment plan with a set long term goal Make a List of Investment Choices Now it s time to making the right investments based on your assessment and your assets You need to understand the investment opportunities available and also the alternative investments Here again a well qualified investment advisor can help you understand the investment options and choices for you in making the right investments management strategy for life How

    Original URL path: http://www.srefp.in/investment.html (2016-05-01)
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  • Wealth Management Plan
    family trust and a relationship with you that enriches every other relationship of your life We ensure your legacy but before we get you there where you would like to reach by helping you draft your living wills living trust etc What is the Big Fuss Wealth planning is more than merely retirement and wealth transfer It s all about realizing your family s particular goals and visions by delineating the right strategy support and resources We need to thoroughly understand the situation your objectives and help you recommend thoughtful estate planning and mutual and close coordination with associated personal advisors The Chronological Strategy We Follow Our wealth management advisory approach is an amalgamation of personal finance planning and investment consultation We are of the vision that when it comes to planning your finance it is necessary to understand your life goals to ascertain how you can reach there Your wealth plan will encompass a wide range of phases concerning the management of your wealth that includes asset allocation cash flow evaluation credit management asset diversification making a will etc Customized Wealth Plans We are trained and accredited financial advisors who can guide you with your investment decisions We offer most suitable and reliable solutions given your individual needs investment objectives and risk appetites that include Education planning for your children Protection for your family Managing and growing wealth Retirement planning Philanthropy planning Family governance Portfolio management Risk management Business planning Tax planning Insurance planning Why Should You Trust We re full service wealth planners offering a sophisticated fusion of diligent financial planning along with multifaceted portfolio management offering extensive financial services and absolute after tax returns to your heirs It s time now to protect your assets We can help you safeguard your most valuable asset and help you

    Original URL path: http://www.srefp.in/wealth.html (2016-05-01)
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  • Retirement Planning
    increasing lifestyle ailments and life expectancy we will live longer post retirement require more money for medical emergencies and other basic requirements Given the rising inflation it is necessary that we start saving early in our lives for retirement so that we don t need to compromise and depend on others or your children even after we have stopped earning How to Plan for Retirement You must plan for your early retirement and to make retirement as your financial goal it is imperative to consider some very crucial aspects that plays a great role in your retirement planning How much is my Retirement Corpus The answer to this question is not so easy and straightforward as it looks Constant planning and periodic analysis of financial health is imperative to ensure that you have made the best retirement plan that can answer this question aptly Some factors that may impact your decision of quantity of money you would require for retirement include When you want to retire What kind of retirement lifestyle do you desire What is your marital status and social liabilities How the inflation taxes and investment return will impact your plans Accordingly the various factors that influence your

    Original URL path: http://www.srefp.in/retirement.html (2016-05-01)
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  • Tax Planning
    Practical tax planning encourages cash inflow and discourages cash outflow Tax reduction of cost leads to increase in the profitability Every sane person must maximize the returns and increase the profits through accurate and fool proof tax planning It is highly impractical to understate the fallout of ignoring tax regulations Personal Tax Services Under the increasing income slab and growing complex rules personal tax professionals can sail you through the issues influencing your personal and family tax liabilities with an objective to help your effectively organize your tax burden assuring compliance with the tax laws Personal Tax Consulting Being the owner of a private firm or a high earning individual maintaining your personal and family wealth along with the value of your estate could be your major concern This is where tax consultant and tax advisor can come to your rescue guiding you through the tax saving investments and help you by their tax planning tips that can look beyond the present and sneak peak into the future Compliance with Personal Tax Considering your personal tax situation you should be sure that you completely comply with the tax rules and benefitting from any tax credits available to you We help you prepare your personal tax returns that include calculating your tax liabilities using the finest tax tools and technologies Estate Wealth and Succession Planning You have been instrumental in building your private company and pushing it to hit success Now looking at future you want it to be in safe hands In addition you also want that your personal wealth and property is maintained and passed on to right and safe hands You might be bombarded with myriads of queries Do you know who would run your business once you retire Should you pose restriction on using the resources and

    Original URL path: http://www.srefp.in/tax.html (2016-05-01)
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