Personal Financial Consulting is a professional service that helps individuals make informed decisions about their finances to achieve both short-term and long-term goals. Through expert guidance, clients receive tailored strategies on budgeting, savings, investments, retirement planning, tax optimization, and risk management.

 

Our consultants work closely with clients to understand their financial situation, goals, and challenges, and provide actionable solutions that enhance financial well-being. This approach ensures that clients can confidently navigate complex financial decisions and build a secure and prosperous future.

Personal financial consulting empowers clients to take control of their finances, make smarter choices, and build a sustainable and secure financial future.

Key Advantages:

Required Document Checklist

A1 - Re-Sale
  • Draft Sale Deed / Banakhat
  • Previous Chain Documents
  • Approved Plans - All
  • NA Order
  • Rajachitthi
  • BU Permission
  • Master File
  • Society NOC
  • Margin Money Receipt
  • Margin - Bank Clearance
  • TDS Challan / 26QB
A2 - Under Constructions
  • Draft Sale Deed / Banakhat
  • Previous Chain Documents
  • Approved Plans - All
  • NA Order
  • Rajachitthi
  • BU Permission
  • Master File
  • Society NOC
  • Margin Money Receipt
  • Margin - Bank Clearance
  • TDS Challan / 26QB
A3 - Ready Property - Builder Purchase
  • Draft Sale Deed / Banakhat
  • Previous Chain Documents
  • Approved Plans - All
  • NA Order
  • Rajachitthi
  • BU Permission
  • Master File
  • Society NOC
  • Margin Money Receipt
  • Margin - Bank Clearance
  • TDS Challan / 26QB

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