Financial Planning Packages For You
Bespoke Financial Planning is, till date, the main route of planning. It is 100% tailored to an individual’s risk appetite and life goals. However, the packages mentioned below help you think how to approach your wealth creation. They are wonderful prompts for you to communicate your thinking to your financial planner.
Over the last fifteen years, young people in our country has been earning a lot. Very new industries and innovative technologies have helped the youth use their talent and energy for creating businesses that never existed in India. Emergence of youth as the leaders of certain industries has created a large number of young investors. Probably you are one of them.
Manek For NextGen is an investment approach to help people in the age group of 20 – 35 years to build wealth aggressively and yet predictably. The whole purpose is to handhold you in this life phase of relatively less family responsibilities to build wealth quickly. Many youngsters plan to start a business of their own after getting the required work experience. Investing in a scientific way is the only way to build the capital that will give you the freedom of pursuing your bigger dreams.
You really need to see it yourself how we do it. Please engage with us. We can help you become wealthy faster than you may think. Use our methods and disciplines while investing.
Manek at PrimeTime is an investment approach for people in the middle age (36-55 years). These are generally the highest earning years in our lives. But, these are also the years with biggest responsibilities, whether at work or at home. These are also the years when we fulfil many of our dreams, be it of seeing the world, be it of driving the dream car, or be it of establishing a business of one’s own.
We cannot afford to make mistakes in this middle age. Too many people look upto us for support. With Manek at PrimeTime we have instituted an investment approach that helps you to build wealth in the most predictable way possible without compromising on the life responsibilities.
Manek at PrimeTime gives you so much control over your finances and investments that you would wish to have started following our methods much earlier.
It is impossible to explain this approach here. Please give us a call. Either we come to you or you come over to our office. You would like that you met us.
It does not matter that you are still young at heart. But, if the number of earning years ahead are less for you, you need to invest in a different manner. Manek for Seniors could be that approach.
Seniors also have some very different challenges before them:
- What if I live for many more years? How would I meet my expenses without becoming a burden on others?
- What if I need a lot of medical services?
- What if my wife outlives me by many years? How do I ensure her well being?
- How do I plan succession within the family?
- How do I maintain my dignity by not becoming a financial burden on anybody ever?
The way a person invests in his youth or midlife does not hold strong in the face of such challenges. Becoming a very safe investor may not help beat the inflationary increase in the cost of living. Becoming very aggressive may also expose oneself to unjustified risk. This is where Manek for Seniors will help you.
We address every individual’s case separately. Only the guiding principle remains the same. We want you to be able to enjoy your second life to the best. Give us a call. Manek may be the partner you need.
Financial Planning For Special Cases
SOS Manek
Sometimes life takes strange turns and we need to balance through a tough financial crisis. You know, regaining financial health requires discipline and prudence. Loans are not the main solution. It actually requires IMPARTIAL, COMPREHENSIVE, DISPASSIONATE financial planning. Manek can be of immense use if you have a financial crisis to handle.
At times, we can foresee or anticipate an impending financial crisis. Come to us, if you can, before the crisis happens. We might give you invaluable inputs to avoid it.
True to our profession, we are very tight-lipped people. We often serve as a confidante to our clients and help them plan on other problems arising out of a financial distress. Financial Planning is for a person’t life, and often shows its benefits in areas beyond finance, especially in case of crisis.
Manek for NRIs
We have four key services for NRIs, PIOs and OCIs.
- Advising on the investments they already have done in India: At times people simply forget what they did with their money in India. Some other times they cannot manage it from a distance. Most of the times, they do not know whether to hold on to an investment or cash out. We manage all these issues for our clients.
- Handling all compliance issues.
- Private Equity opportunities for NRI investors.
- Coordination on estate management: Many of our clients have properties in India and they are managed by some agents or they themselves. A lot of these properties do have financial implications. That is why, as advisors to our clients, we do coordinate management of all these properties. We ourselves are not in estate management, but we do protect the financial interests of our clients.