90-10 Financial Planners provide every client with customized Financial Planning and an Investment Management Strategy designed to suit their individual needs.
90-10 Financial Planners reviews, advises & manages all aspects of your financials which includes cash flow management, investment portfolio, taxation, risk management, goal management & will drafting. We carefully monitor your wants and tailor financial plans that optimize the growth of your savings and investments while protecting you against risk.
Financial planning is the process which provides you a framework for making your life goals in a systematic and planned way by avoiding shocks and surprises.
These strategies are carefully structured such that your goals are met in harmony with your appetite and ability for financial risk.
Insurance plays a significant role in meeting this objective. We evaluate your need for protection, based on your responsibilities & dependencies, existing policies are also assessed and are mapped to your risks
A majority of NRI's have dependents in their home country. In such scenarios, making investments is inevitable.
Wealth can be both empowering and overwhelming at the same time. Received an inheritance? Exited a venture exit or liquidated an asset or exercised your ESOPs..??? We are sure you have ideas to deploy your wealth, but it never hurts to ask for a second opinion.
Learn More >>Our firm’s core team has graduate degrees in Finance, which are academically rigorous and relevant to wealth management. We believe in the value of continuous education, and we regularly update ourselves on best-practices for financial planning, investment research, and technology. The team has extensive experience working with high net worth individuals, families, and associated interests.
We have no conflicts of interest in selecting investment products for our clients. 90-10 is focused solely on providing the best advice to our clients. There are no hidden compensation arrangements. We are paid one way – by our clients. We charge fees based upon Assets under management & Financial plan we draw.
90-10 has the ability to leverage numerous relationships within the wealth management arena as well as work extensively with our client's other professional advisors to ensure the continuity of their overall plan.
