Our Services
Unbiased Fee Based Consulting looking at Individuals, Families, Business Owners and Employees of Enterprises.
Consulting Services
I. Building your future outlay (Risk Management, Goal based outlay allocation & Restructuring, Retirement Planning, Tax Planning, Budgeting & Cash flow planning, Debt Management & Goal Realisation)
ii Reviewing your Outlay and Structure
iii Re balancing your existing structure
Execution & Implementation of suggested outlay (access to wide range of products available in the market)
Portfolio Maintenance Services
i. Periodic reporting of performance
ii. Key Result Areas and Key Performance Indicators
Estate, Inheritance & Succession design and drafting
Tax Filing & Loan Arrangement
Family Office
- Futuristic Goal and Aspiration Consulting of the Family
- Goal Based structuring , Outlay and restructuring
- Understanding Family Governance/Objectives
- Risk Management
- Co-ordinate Tax, Trust and Estate , Inheritance & Succession
- Offering Tax-Optimizing Solutions
- Transaction Advisory
- Legal Services
- Administrative Convenience, Accounting & Reporting, Banking & Credit
Corporate Professionals
Are you ready to lead a stress-free life? End to End Management of personal finances, Budgeting & Cashflow management, Risk management & Emergency funding, Asset Allocation, Child Education & Goal Outlay, Tax and Estate outlay, Retirement and Post Retirement outlay, Employee stock options schemes outlay, shareholding & legacy handling.
Business Owners
Establishing credibility with the personal financials, Income & Expenses, Assets &Liabilities, Cash Flow & Budgeting Personal taxes, Insurance & Risk Management, Investing & company employee safeguarding, building pension corpus, succession & inheritance. Employee motivation &retention through the principles of financial planning. Family Office Services.
Second Innings
Do you fancy playing this innings on the front foot? Have you a built a retirement corpus? Is the corpus working for you? inflation hedged need-based income generation, goal-based Asset Allocation outlay, Lifestyle and safety management.
Self Employed Professionals
Establishing credibility with the personal financials, Income & Expenses, Assets &Liabilities, Cash Flow & Budgeting Personal taxes, Insurance & Risk Management, Investing &, Emergency Corpus building, Goal based Asset Allocation Outlay, building pension corpus, succession & inheritance.
NRI
If you are a Non-Resident Indian, wanting to deploy your savings in India in various instruments, we at 3rd EYE Consultants offer consulting services to NRI’s, our expertise helps NRI’s in properly deploying their funds in India in a planned manner which helps them to shape up their Future. Get in touch with us for further details.