Financial Planning
Financial Planning & Goal Setting
Strategies to align your financial decisions with your life goals and dreams. We help identify your goals, evaluate your current financial standing, and design a roadmap that keeps you on track with periodic reviews and adjustments for long-term success.
Investment Planning
Smart investments that balance risk and return to grow your wealth efficiently. We assess your risk profile, suggest appropriate asset allocation, and track portfolio performance to ensure your money works for you in all market conditions.
Retirement Planning
Build a secure and peaceful post-retirement life with the right financial planning. We estimate retirement expenses, identify income sources, and construct investment plans so you can retire with confidence and stability.
Tax Planning
Minimize tax liabilities and take advantage of legal tax-saving instruments. Our solutions include income tax optimization, deduction planning, and efficient investment avenues that comply with current tax laws.
Risk Management & Insurance
Protect yourself from life's uncertainties with suitable insurance strategies. We provide tailored life, health, and general insurance plans to secure your family’s financial future and mitigate unforeseen risks.
Planning
Holistic financial planning services to guide your income, investments, savings, and expenditures toward long-term goals. Includes regular progress reviews, budgeting strategies, and future-readiness for evolving needs.ility.
Estate & Succession Planning
Comprehensive estate planning ensures a smooth, conflict-free transition of your assets to the next generation. Services include drafting wills, forming trusts, nomination guidance, and succession structuring for businesses and personal wealth.
Cash Flow & Budget Management
Control your spending and optimize saving to stay financially fit. Our budgeting tools and advice help you monitor income, manage expenses, and improve your savings ratio effectively.
Debt Management
Regain control of your finances with smart debt repayment and restructuring. Whether it's loans or credit cards, we offer strategies to reduce interest, consolidate debt, and improve your credit score.s for evolving needs.ility.
Education Planning
Plan ahead for your children’s education expenses with confidence. We assist in estimating future education costs and building dedicated investment strategies to meet them without financial stress.
Business Financial Planning
Drive your business growth with strong financial guidance and planning. We help business owners with budgeting, expansion plans, tax strategies, and contingency funds to sustain long-term profitability.
Wealth Management
Grow, protect and transfer your wealth effectively and sustainably. Our personalized approach combines investments, tax, and estate planning for holistic wealth preservation.
Portfolio Management Services
Let experts manage your portfolio for optimal diversification and gains. We provide data-driven investment decisions, rebalancing strategies, and performance reporting to ensure your assets are aligned with your goals.
Savings
Develop good saving habits to build financial stability and achieve goals. We recommend ideal saving schemes that suit your timeline, risk profile, and life events such as marriage, travel, or home-buying.
Health
Prepare financially for medical emergencies through tailored plans. From critical illness to hospitalization, we guide you to choose optimal health coverage that shields your finances during tough times.
Protection
Ensure your family’s future is secure with the right protection policies. We evaluate your life situation and provide insurance plans that ensure income replacement and financial continuity for your dependents.
Wealth
Strategic planning to grow and safeguard your wealth across generations. We design comprehensive strategies for asset growth, diversification, and legacy building tailored to your financial aspirations.
Retirement
Enjoy financial freedom and peace of mind in your golden years. We support retirees with income distribution strategies, tax efficiency, healthcare planning, and adjusting investments to match a safe, comfortable lifestyle post-retirement.
Have a question or need any of our Corporate Consulting Service?
Feel free to contact us at +91 90004 66684 or drop a Email at info@legendzconsultancy.com
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