Financial Planning and Investment Advisory
Structured financial planning and guidance on investments based on goals, risk profile, and regulatory considerations.
D K T S & Co
We believe in going beyond the fundamentals to provide comprehensive, strategic solutions for your business needs. Our approach involves fostering strong relationships, staying informed about the latest developments, and ensuring that all regulatory requirements are met. Whether you're starting a new venture or managing an established business, we focus on guiding you through complex challenges with a commitment to accuracy, compliance, and long-term success.
Services Details
Financial planning involves a comprehensive approach to managing one’s finances with the objective of achieving specific life and business goals, while ensuring tax efficiency and regulatory compliance. Investment advisory further supports the decision-making process by aligning investment choices with individual or organisational financial objectives and risk appetite.
Our firm provides advisory services tailored to individuals, professionals, and business owners seeking structured financial management. These services are rendered within the permissible scope of advisory under relevant professional and regulatory frameworks.
Scope of services includes:
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Analysis of income, expenditure, assets, and liabilities to understand the current financial position
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Setting short-term and long-term financial goals (e.g., education, home purchase, retirement, business expansion)
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Budgeting, cash flow planning, and debt management strategies
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Tax planning in alignment with income sources and eligible deductions/exemptions
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Advisory on investment options across asset classes such as fixed income, equity instruments, mutual funds, government schemes, and insurance-linked products
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Evaluation of risk profile and asset allocation strategy
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Retirement planning including assessment of corpus requirements and inflation-adjusted returns
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Periodic review and rebalancing of investment portfolio based on performance and changing financial goals
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Guidance on regulatory aspects and documentation for financial instruments
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Coordination with registered intermediaries, where applicable, for investment execution
All services are provided in a consultative manner, ensuring that the planning remains aligned with client objectives, taxation laws, and applicable regulatory limitations on advisory services by chartered accountants.
Working with D K T S & Co
- Commitment to Excellence: We prioritize delivering solutions that maintain the highest standards of quality and precision.
- Transparency and Integrity: Building trust and maintaining clear, open communication is at the core of our approach.
- Cost Efficiency: Our solutions help reduce operational costs by optimizing resources and minimizing inefficiencies.
- Streamlined Business Operations: By handling key aspects of your business needs, we allow you to focus on your core competencies and growth.
- Compliance Assurance: We ensure your organization remains up-to-date with all regulatory requirements, mitigating risk and ensuring smooth operations.