We at FinTao believe that wealth management has more to do with your life, family goals and aspirations. We are strong believers of what Maslow has told in his hierarchy structure years back regarding stepping one step ahead & reach up to Self Realization.
Self Realization is a topmost thing but it is difficult to be in a topmost slab until the below slabs are intact in its place, We help you to get your below slabs at a right position which will help you to feel free, in true sense you will be at the topmost slab.
We help you to translate your needs and goals into the best-suited investment options and provide research-backed advice to grow your wealth and investment holistically.
We follow the strategy of wealth management index and give weightage to each component while managing wealth for our clients-
- Asset Protection for the preservation of wealth
- Disability and income protection
- Debt Management
- Investment and cash flow planning for the accumulation of wealth
- Estate Planning for the distribution of the wealth
- Succession Planning