“Financial Planning is the road-map for meeting one’s life goals through the proper management of personal finances.”
At Shell and Pearl, we understand that every investor’s needs and goals are different. Hence, as an end to end investment advisory and wealth management firm, we focus on providing a complete solution for your specific need right from simple tax planning to comprehensive financial planning for the future, so that our clients can make the right investment decisions at right time.
We believe that the first step in investing is to understand client’s financial needs and past investment history. We help our client realise that, life becomes more enjoyable when personal finances, investments and taxation are properly planned.
We strive to provide an end-to-end service so that you can relax and not worry about your finance. We assist you in deciding on your investment, tracking and reviving them consistently, as well as planning and filing your tax. We analyse your portfolio thoroughly and then suggest what changes need to made to meet your financial goal.
The Financial planning team assists in fulfilling your financial goals without being influenced with sale implications. The team also monitors your portfolio, which we believe is an important as financial plan itself.
We also provide private wealth services for customers whose chief priority is not financial planning, but maximization of wealth at acceptable level of risk
What Makes Us Different?
- We assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
- We help you set realistic personal financial goals
- We develop a realistic, comprehensive plan to meet your financial goals by also addressing financial weaknesses and building on financial strengths
- We help you to prepare a legacy that you would like your heirs to have.
- We put your plan into action and monitor its progress.
- We help you to stay on track to meet changing goals and personal circumstances in various stages of your life, market conditions and tax laws.
- We help to protect and grow your savings & investments in a tax efficient way.
- We offer unbiased, well informed advice on all financial products.