Investment Planning
We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha our main goal is to simplify your financial life.
Investment Planning:
1. Avoiding Financial Frauds and Scams
2. Analysis of UnRegulated Investments vs Regulated Investments
3. Holdings or Assets Suitablity Analysis
4. Holdings or Assets Performance Evaluation
5. Holdings or Assets Adjustments and Rebalancing
6. Holdings Allocation
7. Future Performance of Holdings Analysis
8. Create Policy Statement
9. Passive Income Generation Opportunity Analysis
10. Employees Stock Options Analysis
11. Handling Concentrated Assets or Holdings or Investments
12. Ways to Invest Windfalls / Inheritence
13. Rebalancing Implementation
14. Real Estate Rental Yield Analysis
15. Investment Strategies Identification
16. Withdrawl Strategies Identification
17. Merged Finances vs Separated Finances Benefits Analysis
18. HUF Benefits Analysis
19. Trust Benefits Analysis
Are we right for you?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.