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Catalyst Financial Planning

Mangalore, Dakshina Kannada, Karnataka

| GST  29AOVPS2472K1ZY

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Tax Planning

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Income Taxes

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Retirement Planning

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Catalyst Financial Planning understands and brings values, clarity and peace of mind to the challenges you face. We assist you in reaching your life's goals and dreams through a structured wealth management process that includes financial planning, investment management and financial education services to high-net-worth individuals, NRI's, Corporate, families, trusts, institutions, retirement plans, and non-profit organizations who want to control their financial future.+ Read More

Nature of Business

Service Provider

Legal Status of Firm

Individual - Proprietor

GST Number

29AOVPS2472K1ZY

Insurance Planning  Service
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Confused about the correct insurance for your situation? Part of our process in working with clients is to offer a review of their existing insurance policies. Special attention is paid to life, disability and long-term care insurance. When needed, we are able to offer a variety of insurance products from several quality insurance companies.

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Tax Planning
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Tax Planning

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Tax planning services for individual and small business clients are offered by us. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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Risk Management Services
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Risk Management Services

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The best laid plans… well, you know the rest. The most prudent investment strategy can be upset quickly by unexpected events - like a disability, death, lawsuit, or the need for long-term care. We will assess the risks you may face and recommend the best ways to handle those risks.

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Real Estate Planning Service
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Concerned about the consequences of your financial decisions on your estate? Or have you thought about how to structure your estate to minimize estate taxes? Have you named the correct beneficiaries for your situation? Do you have unusual circumstances such as a special needs child that will require care after your passing? We will review your estate planning needs, and we will work with you and your estate planning attorney to develop a plan that meets your needs, whether simple or complex.

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Wealth Management Services
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Wealth Management is an ongoing partnership between advisor and client. We believe that a long-term relationship is the most beneficial for our clients. The real value of our services lies not in the plan (the document) but in planning: the ongoing guidance, expertise and support to adjust and fine-tune your plan as your personal circumstances and the world around you continue to change.

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Income Taxes
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Income Taxes

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While we can't escape taxes, we can often minimize them. Our recommendations in all areas of wealth management take into account tax reduction and tax efficiency. We will also provide you with tax projections, and we will review your recent tax returns for opportunities for additional savings.

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Long Term Care Planning
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Long Term Care Planning

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Planning for the expense of caring for you or a family members long term care needs? The costs of long term care are rising everyday. It is essential that you properly plan for such issues as care at home, alternative facilities or nursing home care. Proper planning ensures you have taken the steps necessary to preserve your assets for your heirs.

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Retirement Planning
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Retirement Planning

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Have you adequately planned and prepared for your retirement?  Or have you thought about your ideal retirement? What will you be doing? Regardless of where you are in your career, you need to plan for your retirement. It is never too early to begin. Proper Retirement Planning addresses these concerns and many more.  We will assist you in determining the amount you need to save for retirement, the best vehicles for your retirement savings, and whether you can successfully retire at the age you want. If you are nearing or in retirement, we will develop withdrawal strategies for a successful retirement. We will also calculate your required minimum distributions.

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Catalyst Financial Planning3RD FLOOR,13-12-1395/41 1,NAVABHARATH CIRCLE,,INLAND ORNATE,MANGALORE,,,Karnata, Mangalore, Dakshina Kannada-575003, Karnataka, India

Atul Surana

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