PARK works with organizations to offer financial planning and investment management services to its employees. In our constant endeavor of simplifying financial life of our clients we partner directly with their employers. We get into an agreement with the employer for providing financial advisory services to the employees. This ensures that the employees can focus on the core business activities while we take care of their financial worries – be it investing regularly in high return avenues, saving for retirement, children’s higher education or buying a house.
Services Offered
We can assist the employees with the following:
Financial planning: Helping define long term milestones, investments & risk mitigation strategy
Investment advice: Planning for investments with specific objectives in mind or for building wealth
Retirement planning: Estimating retirement corpus required and drawing up an investment plan
Tax planning: Minimizing tax liability by optimizing tax exemptions and tax-break related investments
Real Estate advisory: Help employees in making real estate investments across India
Insurance advice: Estimating insurance requirements, evaluating current cover, taking new cover in life as well as non-life (medical, fire, travel)
Loan advice: Structuring the loan and helping select the finance company
We can draw up a specific list of services depending on the requirements of the employees. The employees can choose any or all of the above services.
Engagement Model
We will present the details of our offering to the employees at a commmon forum for employees. Following this, your employees can get in touch with us through phone, email or in person at our Nariman Point office. An employee from PARK will be present at the premises of the organization at regular intervals, as required to answer any queries.
The advice and execution process will be a six step process:-
Collecting information from employee-client
Evolving a draft plan
Discussion with customer and iteration
Final plan submission
Execution of transactions
Regular review and follow up
For more details on this please get in touch with us at info@parkfa.com
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