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Financial Planning
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Padmakshi-Mondial Wealth Management (PMWM) offers client-centric financial planning and investment advisory services.
This includes holistic balance sheet management and comprehensive financial planning with innovative onshore and
offshore solutions. The offering is a one-stop shop for advice on a range of financial product options to the client.
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SERVICES
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PMWM focuses on providing Financial Planning and Wealth Management through Certified Financial Planners and Associate
Financial Planners who undergo continuous internal and external training programs for skill development. We have a
strong research team engaged in qualitative and quantitative research. We analyse your risk tolerance and return
expectation for a suitable asset allocation and portfolio diversification, and recommend unbiased investment options.
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BENEFITS OF FINANCIAL PLANNING
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Helps determine your financial goals.
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Projects the future value of your current goals.
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Helps budget your expenses and build cash flows.
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Projects the savings required to build a corpus to realise your goals.
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Recommends financial products for appropriate asset allocation in line with your financial goals.
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PMWM helps you realize your financial needs, goals and objectives holistically or specifically as per your financial
requirement. Plans for specific financial requirements would include Investment Planning, Insurance Planning,
Retirement Planning, Tax Planning and Estate Planning.
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HOW IT HELPS YOU
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Save for major expenses like children’s education, buying a house or car, or saving for special occasions like
weddings, etc.
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Helps you Plan for your retirement and the corpus you need to build to meet your retirement goals.
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Assess your risk tolerance and develop an asset allocation strategy.
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Plan to reduce your taxes, assess the effect of income taxes, and develop a tax-efficient strategy.
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Protects you and your family against financial crisis in unforeseen circumstances.
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Plan your estate to ensure your assets are distributed the way you desire.
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A financial plan gives a clear picture of where you are to where you want to go, and a strategy for implementing that,
leading to peace of mind about your future. It's never too early to start.
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