Our Service Offerings At Deontic we offer solutions that are customized to the specific requirements of our clients. We strive to thoroughly understand the client situation and his needs before presenting a solution, that addresses his specific needs. Despite our attempt to categorize our services into distinct products, many merging grey areas continue to exist. We have categorized our service offerings only from an indicative stand point, and to put forth a better understanding of our services. The actual services offered to clients will generally be a customized combination of several of our service offerings and would depend on the actual situation, the client would want us to address. Based on the level of engagement with our client we set forth a constant monitoring and frequent review loop to ensure, the plan is on track. We broadly classify our services as indicated below:
Comprehensive Financial Planning
Under this service offering, we map all your assets & liabilities, income & expenditure to do a feasibility study of all your goals and desires in life. We deliver our findings and recommendations in a written goal based plan which acts as a road map for all investment related activities. To ensure progress in the right direction, this written document called “Financial Plan” is subjected to review atleast once every year.
We focus upon adequate diversification of your total wealth through the right asset allocation across various asset classes.
As the name suggests this offering is the most comprehensive and would involve a flavor of all the other offerings also. Know more…
Simple goal based Planning
Herein, we map a few stated goals in your life and undertake a feasibility analysis to ascertain the actual amount required to be set aside today to ensure fulfillment of these specific future goal (s). Be it planning for the higher education of your children or marriage or acquisition of certain assets in the future, we define and monitor a definite road map to ensure fulfillment of the stated goals in the future. Know more…
Risk Analysis & Insurance Planning
We map your family profile to ascertain the various kinds of risks associated with all your assets (Life and General). We study all your existing insurance policies to understand their relevance in your profile and suggest risk management strategies along with a definite plan of action to bridge the gaps. Know more…
Investment Analysis, Management & Planning
We ascertain your investments risk profile and apply it to your existing portfolio of investments and suggest corrective measures to mitigate investment risks.
We also take up portfolio advisory services to optimize the risk-return tradeoff on a portfolio of investment assets. Know more…
Estate Planning
We map all the assets and liabilities of the client and work upon solutions to ensure equitable distribution of the wealth among the family members. The underlying thought is to ensure a smooth transfer of wealth to the forthcoming generation (s). Know more…
Retirement Planning
No advice is complete without a flavour of taxation. The government has ensured that it gets its share in every bit of income you earn. We ensure that we touch upon the subject of taxation in every bit of advice we offer. We work towards optimizing the impact of taxation on your income.
We also offer stand-along tax planning solutions to minimize the impact of taxation on your total income. Know more…
Tax Advisory & Planning
We map all the assets and liabilities of the client and work upon solutions to ensure equitable distribution of the wealth among the family members. The underlying thought is to ensure a smooth transfer of wealth to the forthcoming generation (s). Know more…
Trust Services
You have had a long cherished dream to transfer a portion of your earnings back to the society. Or, you want to ensure that your wealth is not mis-utilized by the forth coming generations. Or, you want to ensure that a certain portion of your wealth be utilized for specific causes (personal or philanthropic) even when you are not around, or probably even perennially continue the cause… Trust services has a solution for this. One can ensure to continue to live even after death through the powers he has vested in a Trust created for the cause. Know more…
