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Started as Priyanka Investments (PI), the firm has been providing insurance and investment products to its clients since 1987. Initially, PI predominantly operated as a direct selling agent for LIC and post office. Over the years, the firm has transformed into Priyanka Wealth Advisors (PWA), handling wealth of more than 500 families. However, the firm’s focus has always been clients and their needs. Today, PWA is a one stop shop for its client’s financial needs. From income tax returns filing to preparing financial plans, the firm offers holistic solution to the client’s every financial need. The firm has a vision to become a credible financial services company to help clients achieve sustained growth.+ Read More

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Financial Planning Services
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Financial planning is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.

Benefits Of Financial Planning:

Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

For eg. Buying a particular investment product might help them pay off their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track.

You Pay For It Because:

  • you want to engage the services of a qualified professional and ensure quality advice.
  • you save money when you avoid making wrong investment decisions.
  • financial plan precedes any advice on products and to that extent, is completely unbiased.
  • you put your trust in the hands of an expert and your mind at ease.

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Specific Goal Based Financial Planning Services
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Child Education & Marriage

As a parent, you would not like to compromise your child's bright future regardless of the rising cost of living. Most of the parents start saving for child's education from the birth of child, which is a great. You too need comprehensive financial planning for your child’s education/ developmental needs. Here is the 5 step guide for your child’s future planning.

  • set a target date
  • set a target amount in today’s term
  • find out the amount you need on target date
  • estimate the return which you can get
  • generate over your investments
  • calculate per month contribution

Buying a Dream Home

Owning a house has been a dream in almost all of us. But it’s undoubtedly a big decision in anyone’s life. There are few monetary aspects that matter in taking the big decision. Ask yourself the following questions before going to purchase a house:

  • what is the future value of the dream home i want to buy?
  • will i have enough savings to pay loan emis?
  • what will be the total cost of buying house?
  • am i having adequate investments to make the make down payment?
  • can you afford to take the extra burden or seem better to stay in a rented house? analyze your monthly spending and judge your affordability.

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Corporate Services

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Single Element Financial Planning Services
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Investment Planning:

Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and re-balancing.

Retirement Planning:

It is the biggest component of Financial Planning as Your working period (Accumulation Phase) & Retirement period (Distribution Phase) are almost equal. We will help you in planning your retirement. We will help you in creating a portfolio which will take care of your lifestyle expenses. We will help you in taking care of your future expenses like Children’s Education, Buying House etc.

Child Future Planning:

It is done to secure your child's future by arranging funds for his higher education and marriage. It should be started as soon as your child is born. The expenses for education and marriage are rising everyday and we will help you formulate a defined financial strategy to achieve these goals.

Tax Planning:

Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax. This is done by legitimately taking advantage of all tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals.

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Wealth Management Services
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What is Wealth?

Wealth can be defined as an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth i.e. assets minus liabilities.

What is Wealth Management?

Wealth Management is a discipline that incorporates financial planning, investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs, certified financial planners or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings. 

Wealth management is an integrated process for helping clients manage their wealth. It involves a wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow. It is based on the long term relationship with the customer. 

It results in deeper customer relationship which leads to increased profitability and more client referrals. Wealth management offers wealth managers the opportunity to cross-sell a huge range of services and products to each customer as appropriate. Wealth management is an emerging sector.

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