TruNeevesh LLP || Wealth Check-Up

Uncover Gaps. Unlock Potential.

TruNeevesh offers in-depth wealth reviews to ensure your investments serve your life goals and evolving priorities

At TruNeevesh, our Wealth Check-Up is a smart review of your finances, covering assets, liabilities, insurance and investments. It helps identify gaps, align goals, and optimize your wealth strategy. Ideal for individuals, families or professionals seeking better financial clarity and control.

Types of Wealth Check-Ups

Basic Wealth Review : Suitable for individuals with limited assets or just starting their financial journey.
Comprehensive Financial Assessment : Covers all major components: income, expenses, assets, liabilities, insurance, and retirement goals.
Goal-Specific Review : Designed to review financial preparedness for specific goals like home buying, retirement, or child's education.
Risk and Insurance Audit : Evaluates current insurance coverage and overall risk exposure.

Key Features

360° Financial Health Analysis : Thorough evaluation of income, assets, investments, liabilities, and risk factors.
Customized Recommendations : Insights tailored to your life goals, financial capacity, and future needs.
Goal Tracking and Gap Analysis : Identifies shortfalls in planning and suggests actionable steps for goal achievement.
Portfolio Diversification Review : Examines existing investments and suggests balance between growth, safety, and liquidity.
Tax Efficiency Check : Reviews your financial structure to improve tax savings within legal limits.
Periodic Monitoring Support : Offers options for quarterly or annual reviews to keep your finances on track.

A Wealth Check-up is not just about reviewing numbers-it's about ensuring your money is aligned with your life. Whether you're starting out or planning retirement, regular financial assessments can bring clarity and confidence to your decisions.

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