Case Study 2
A successful businessman approached Falcoy Financial. He was paying higher taxes on his investments being unaware of it, had neither time nor any knowledge to handle his investments while he wanted to create a corpus for the retirement by way of Financial Planning. His goal was Retirment Planning and was seeking for an Ethical and knowledgeable Adviser. By evaluating his current financials in detail, we had undertaken financial actions for different asset classes in a tax efficient manner that he could understand taking into consideration his cash flow needs which would eventually help him create a corpus for the retirement.
Case Study 3
A senior professional sought to avail the Wealth Management services of Falcoy Financial. His personal finances were scattered, had a low know-how and less control over his finances and needed a trusted Wealth Manager to create wealth over a long term. We made an assessment of his risk appetite and consolidated his personal finances, constructed a balanced portfolio which would add a consistency to his portfolio thereby taking advantage of the interest rate scenario and create wealth over a long term.
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