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Catalyst Financial Planning

Mangalore, Karnataka

| GST  29AOVPS2472K1ZY

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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

Financial Planning Service
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Financial Planning is about more than money. It helps you fulfill your ambitions - whatever they may be. Whilst you may trust friends and family on many of life's key decisions - a professional financial adviser can help you make informed decisions about your financial future. With financial planning in place you’ll be better placed to manage the unforeseen and the unwelcome and you and your family can be free to relax and enjoy life. The sooner you start financial planning, the better chance you have of realizing your goals.

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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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Investment Management Services
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Investment Management is a critical element in your financial success and an integral part of the Wealth Management service. When managing your investments, we can provide you access to tax-efficient, low cost funds that are unavailable to the general public. They charge low fees and involve very less / no commissions. More of your money goes to work for you. Investment Management includes.

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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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Tax Planning Service

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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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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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Financial Service

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As hard as we try, we can’t know everything. Whenever needed, we will refer you to specialists for additional assistance, or we will consult specialists on your behalf.

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