Services

It involves a customized approach to investing based on the client's financial goals, risk tolerance, and investment preferences. PMS tailors an investment strategy to meet the specific needs and objectives of the client. Portfolio managers use diversification and asset allocation strategies to spread investments across different asset classes (stocks, bonds, etc.) and sectors. PMS typically requires a minimum investment amount. In essence, Portfolio Management Services is a comprehensive and individualized investment management solution where professional portfolio managers actively manage a client's investment portfolio to achieve specific financial goals and optimize returns based on the client's risk profile.

It involves a holistic approach to managing an individual's financial life. By addressing various aspects such as budgeting, investments, insurance, taxes, and estate planning, financial planners aim to create a comprehensive and tailored strategy that aligns with the client's financial aspirations and circumstances. At FCI, the financial planners work with clients to identify and define their financial goals. These goals can include buying a home, saving for education, planning for retirement, or building an emergency fund. We also educate clients about various financial concepts, investment options, and the potential risks and rewards associated with different financial decisions. This empowers clients to make informed choices about their finances.

Our team of qualified CA’s help clients minimize tax liabilities through strategies such as tax-efficient investing, utilizing tax-advantaged accounts, and taking advantage of available tax deductions. Effective tax planning is a year-round process. We provide ongoing guidance and updates to adapt to changes in tax laws, financial situations, or life circumstances.

Investment advisory services are designed to provide professional guidance and expertise with regards to the stock market and other investment instruments. The ultimate goal is to help clients achieve their financial objectives while managing risk and maintaining a diversified and well-aligned investment strategy.