Cash flow planning is a comprehensive method to evaluate all cash inflows and outflows, and then integrate these items with the clients’ existing assets and liabilities. The projection illustrates the impact that any surpluses or shortages might have on the ability of the clients’ assets to last through life expectancy.
It presents a strategy for the accumulation, maintenance, and eventual distribution of your wealth, in a written plan to be implemented and fine-tuned over time.
While making the plan we integrate and analyse all the aspects of your financial situation such as future life cash flow requirements, income, expenses, assets and liabilities, risk profile, to suggest a plan of action with which you could comfortably sail through your life needs. This interrelation takes a systematic & integrated approach towards improving your financial situation and ensures that all the pieces of your financial puzzle fit and work together in a cohesive manner.