Procyon Financial is promoted with a clear vision of excellence in financial planning, highest standards of integrity and objectivity and superior customer experience. We believe that integrity cannot be bought and that trust must be earned, every single day.
At the core of our offering lies the process of CERTIFIED FINANCIAL PLANNERCM. We combine a proven and academically validated financial planning process with a thorough understanding of your values and goals to create a financial plan which is personal and helps you achieve financial goals. We merge the rigor of financial planning process with a clear understanding of your goals and capacity for risk to create a financial plan matching your needs. Peace of mind accompanies your success in achieving the goals you set for yourself.
We offer a wide range of services to suit your needs of savings, investment, financial planning and wealth management. Based in Bangalore we offer our services to our clients situated in India and outside India as well.
Our Breakthrough 3-Stage Financial Planning Process:
Stage 1 - Procyon Financial Planners Foundational Financial Plan(C)SM
Stage 2 - Procyon Financial Planners Transformational Financial Plan(C)SM
Stage 3 - Procyon Financial Planners Investment Policy Statement(C)SM
Get in touch with us today to know how our proprietory 3-Stage Financial Planning Process can make all the difference to your financial situation.
Private Wealth Management
Creating durable wealth is the final aim of financial planning process. Once you achieve your financial goals, remaining cash flow must help you create greater wealth for you and your dependents.
Our 5-Stage, clearly defined Private Wealth Management process would provide a robust framework to handle you wealth management process in a transparent and cost effective way.
Stage 1 - Your Investment Needs
Stage 2 - Your Investment Profile
Stage 3 - Investment Policy Formulation
Stage 4 - Investment Policy Implementation
Stage 5 - Ongoing Management
Your hard earned money can now really start working for you. All you have to do is get in touch with us for your wealth management needs. A team of professionals comprising financial planners, chartered accountants and estate planners would be available to care for your wealth.
Estate Planning Advisory
Who should receive your wealth and when? How will you take care of situations such as temporary or permanent disability? What is the path of least resistance to pass on your estate to your heirs? We will devise the right strategy to handle these critical issues. After all, the possibility of you becoming wealthy is not ruled out if you adopt the financial planning process.
Other Components of Financial Planning
Our investment plans and strategies are based on sound and time tested investment fundamentals. We can customise the plan based on your goals, financial situation, life stage and investment time horizon. The plan will be designed to meet your goals in tune with your risk tolerance and based on proven asset allocation strategies. We will review your investment plans and advice rebalancing strategies on a regular basis to keep the plan on track.
Risk Management & Insurance Planning
You face several types of risk - loss of life, disability, ill health, damage to property, liability to third party, professional liability, just to name a few. Our financial planners would help you identify the risks you face and provide a cost effective strategy to manage them.
Our financial planners will help you to determine how much money you need to realise your retirement goals. We will devise strategies to fund savings and investment to meet your retirement goals. As you approach retirement, we will develop strategies to convert your investments in to income you need to live on.
Tax Planning for Investments
There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.
Cash Flow and Debt Management Advisory
A positive cash flow is the pre requisite for saving that can be invested to create wealth for you. We will analyse your present cash flow situation and advice you how to weed out unnecessary borrowings that prevent you from becoming wealthy. We will analyse your future borrowing requirements and provide you right input that help you plan your tax and increase your wealth.
Financial Plan Review
Best plans can go wrong if they are not reviewed periodically and suitable course correction not done. As part of our financial planning process, we also perform plan review according to agreed periodicity.
(C) - Procyon Financial Planners Pvt Ltd., Bangalore 2011