Goal Planning
Comprehensive Financial
Planning
Wealth Management
Investment Planning for
Retired Investors
 
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  Goal Planning
 
    This is a customized solution for those families which have Goals and Dreams but the path to accomplish the goals is not clear. Here we take into consideration the Goals of the clients and built strategies to accomplish the goals for clients. Here we perform following tasks for the clients.
 
Deciding their Goals.
Making Family Financial Plan to achieve their Goals.
Implementation of the Plan.
Portfolio review at quarterly intervals.
Annual review of the Plan.
 
 
 
 
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711-13,Center Point,
R.C.Dutt Road,Alkapuri,
Vadodara - 390 007
 
Call/Mail Ascent
Phone: 0265-2321205
Mobile: +91-98245 28287
Email: celebratinglife@ascentsolutions.in
financialfreedom@ascentsolutions.in
 
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