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M/S Amit Kukreja - Service Provider of financial coaching service, financial planning service & investment portfolio advisory service in Gurgaon, Haryana.

Nature of Business

Service Provider

Legal Status of Firm

Individual - Proprietor

GST Number

06ALRPK8838N1Z4

Financial Coaching Service
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We are driven by the passion to improve the financial well-being of individuals and their families. We believe in educating and empowering people to take right financial decisions for the right reasons.

Here are some of the ways how we spread financial awareness, enabling individuals to take better decisions and be successful in their financial lives.

Financial Planning Services: Our key service offering is comprehensive financial planning services. We help our clients with goal-setting, accomplishing their dreams, leaving a legacy and holistic wealth management thus organizing their financial lives by our rigorous financial planning process. Our financial planning process is driven by the principle that “Money is not a destination, but an instrument of life” and lays emphasis on life goals.

Financial Planning Workshops: We offer financial planning workshops for corporates, small & medium organizations. Our workshops are focused on spreading the importance of financial planning in one’s life and free financial-health check-ups for attendees who are interested to explore the service.

TV Shows, Magazines and Newspaper columns: We have been actively working with media to spread financial literacy. Amit’s presence on Lets Talk Money show and The Property Show has been focused on spreading awareness about the prospects and pitfalls of investments in mutual funds, insurance, real estate and fixed income instruments. For the videos and articles, please visit our Media section on the website.

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Financial Planning Service
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Modern day life has become complex. With increasing family incomes, plethora of available financial products and services, unavailability of time and knowledge to deal with financial assets and complexity in investments, the time has arrived when one can no longer make decisions with ease.

Understanding time value of money, investment vehicles, insurance offerings, interest rates, market volatility, inflation risks, and individual’s risk tolerance to investments is now an integral part of planning one’s financial life. The variables are too many for anyone to objectively plan his finances.

Through our comprehensive financial planning service, one gets the following:

  • Evaluation of current assets and liabilities
  • Assessment of family’s financial goals
  • Assessment of risks and insurance
  • Assessment of all investment vehicles used by the family
  • Plan of action for meeting future financial goals
  • Plan of action for new investments to achieve goals
  • Recommendations for contingency funds, new insurance, new investments, personal finance ratios, liquidations and acquisition of new assets if required.

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Investment Portfolio Advisory Service
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As investment advisors, we create, review and modify investment portfolios to better suit the purpose of achieving financial goals. We recommend asset allocation based on one’s tolerance to risk, age group and investment horizon. Our investment planning process assesses all investments for maximum estate benefits and tax efficiencies. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.

Understanding time value of money, investment vehicles, insurance offerings, interest rates, market volatility, inflation risks, and individual’s risk tolerance to investments is now an integral part of planning one’s financial life. The variables are too many for anyone to objectively plan his finances.

Our investment research team focuses on reviewing existing investment products, and identifying the right products for clients through a rigorous qualitative and quantitative process.

We understand the importance of the big picture. And our portfolio snapshots provide a consolidated and comprehensive view, helping one connect them with his/her wealth requirements.

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Tax Planning Service
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Tax Planning Service

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There is more to tax planning than exemptions available on savings and investments. With our advice, you will know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

Through our tax planning services, you can accomplish following goals:

  • An evaluation of all deductions under various sections that are being availed.
  • Assessment of short term and long term capital gains arising from the sale/purchase of capital assets.
  • Assessment of monthly incomes from rentals, dividends, salary, interest income and other sources in a tax-advantaged way.
  • An evaluation of family incomes, inheritance, windfall etc. and its tax treatment to build wealth.

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Real Estate Advisory Service
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Real estate has been the storehouse of wealth in India in the last decade. Given the support that our income tax laws provide for investments in real estate, it has now become a popular choice of investment. With property prices shooting through the roof, availability of loans to acquire a property, complex legal work required for the acquisition, property evaluations and managing expectations on the returns -these investments have added stress to investors’ life.

We advise our investors to smoothen their real estate investments – tax planning, loan computations, financial leverage assessment, returns on investments, tax filing of capital gains, legal paper work for acquisition, assessing income/loss from house property et al are areas we specialise in.

With our associates we are one-stop shop for real estate investments. We help our clients plan for acquiring their dream home or upgrading their existing house to a larger house, focusing not only on capital gains assessment but also yields and their tax implications for lease/rented properties for individuals & corporate cases.

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