Financial Planning

At Matalia Stock Broking, we believe financial planning and wealth is a continuous process where our experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families and family offices. We believe in an ‘All-in-one’ approach combining Structured Products, Portfolio Management, Mutual Funds, Insurance, Derivative Strategies, Direct Equity, IPOs, Real Estate Fund, Tax Planning and Estate Planning.

This service is ideal for all clients who require expertise for planning and achieving their long-term financial goals in a systematic and disciplined manner.

The Financial Planning process encompasses the following:

• Identify Lifestyle, Retirement and Financial Goals.
• Evaluate current financial position and future income streams.
• Identify and execute appropriate wealth management strategy according to the goals and risk appetite.
• Keep reviewing progress and tweaking the plans as changes and developments occur.