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WELCOME TO AP WEALTH MANAGERS

Knowledge they say becomes profound and perceptive with time. We believe it’s true, for our in depth understanding of the financial markets and study of financial products has made our advice even more assuring to our customers. We follow no trend, we trust no gimmicks. Our advice is based on hard research and facts & figures.

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FINANCIAL PLANNING FOR LIFE STAGES

OUR SERVICES

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

Wealth Management

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life.

Insurance Planning

We work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.

Retirement Planning

Retirement Planning involves organizing your assets and savings into plan that will meet your goals for retirement. Taking into account your needs, time-frame and goals, we identifies and helps you to make informed decisions on a number of personalized strategies that will maximize your wealth for retirement.

Tax Planning

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Will & Estate Management

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:

© 2016 AP Wealth Manager. All Rights Reserved. Designed & Developed By Optimum Financial Solutions Pvt Ltd.