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Strategic - Financial Advisors

- SFA believe in advising individuals and families based on the concept of strategic asset allocation, an approach that looks at you before looking at markets or products.

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Strategic - Financial Advisors | strategic.co.in Reviews

https://strategic.co.in

- SFA believe in advising individuals and families based on the concept of strategic asset allocation, an approach that looks at you before looking at markets or products.

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1

Strategic - Financial Advisors

http://strategic.co.in/what-products-are-advised.html

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. We aim to provide a holistic view of available investments across asset classes including. Do I need Financial Planning? What Products are advised? How are product evaluated? How we charge fees?

2

Strategic - Financial Advisors

http://strategic.co.in/typical-financial-life-cycle-process.html

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. Do I need Financial Planning? What Products are advised? How are product evaluated? How we charge fees?

3

Strategic - Financial Advisors

http://strategic.co.in/who-we-are.html

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. We are a group of qualified CFPs, with experience in Corporate Finance, Financial Planning and Wealth Management in the financial services industry. Financial Planning is our passion, and we aim to drive our clients towards Financial Freedom and Independence. We seek to combine our experience and offer unique personalized Financial Planning Wealth Management solutions to. Do I need Financial Planning? How we charge fees?

4

Strategic - Financial Advisors

http://strategic.co.in/articles.html

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. This page is under construction. Do I need Financial Planning? What Products are advised? How are product evaluated? How we charge fees?

5

Strategic - Financial Advisors

http://strategic.co.in/investment-advice.html

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. The starting point for any investment advice would be your current portfolio and understanding of your Current asset allocation. This would be an over the counter, advice with the recommended products based on amount to be invested by the client and the current market dynamics. We would analyse the available investment options and offer a range of products which work for you. Do I need Financial Planning? How we charge fees?

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Strategic - Financial Advisors

Life Cash Flow Analysis. Goal Based Financial Planning. Estate and Tax Planning. Is a boutique investment advisory firm assisting individuals in managing their investments and other personal financial matters through a structured approach. Our approach is what sets us apart. We believe in advising individuals and families based on the concept of strategic asset allocation, an approach that looks at you before looking at markets or products. Do I need Financial Planning? What Products are advised?

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