Financial Planning involves:
- Professional Options and Employment
- Buying a First Car / Own House
- Travel on vacations with friends and family
EDUCATION Planning
INCOME Planning
Strategic Financial Services is a boutique investment advisory firm assisting individuals in managing their investments and other personal financial matters through a structured approach.
Headed by Nitin K Manaktala, CFP CM, with combined 20 years experience in the areas of Corporate Finance and Financial Planning and Wealth Management, Strategic has a team with rich experience in the niche of providing tailor made solutions which are in the client’s interests. We are nimble but very succinct to the client needs.
Financial Planning involves:
Financial Planning for a couple involves joint decisions on:
Financial Planning for a family with kids is more demanding and gets complex:
Financial Planning for Retirement is more passive and driven on planning done in the initial stages of one’s life:
Financial Planning involves a 360 Degree appraisal of the clients views and goals and Objectives, and helping clients attain their goals.
We offer a unique Cash Flow Analysis based on projections and future cash flows and events to give our clients a preview towards their future.
Clients often start investing without planning. Planning your investments is imperative to the kind of returns you can expect and when to expect them and working with a qualified advisor, helps to plan and implement effectively.
The starting point for any investment advice would be your current portfolio and understanding of your Current asset allocation.
Risk Mitigation and Cover, are the assumptions or simply the must haves in a Financial Plan.
As a trusted advisor, we at SFA would aim to cover, the aspects related to tax and estate planning to Offer holistic advice which is tax efficient and works for the client interests.
There has been a explosion in the choice of financial services for individuals and families in India in the last decade. The Indian financial services market has come a long way in the depth and breadth of products available to the individual to choose from.
Simultaneously the levels of income have also increased significantly. These lead to two things. One is better lifestyle and ability to dream higher, sooner.
The choices facing our typical Indian family today are far more diverse in nature than that facing our earlier generation. The freedom offered by these choices gives you a far better control over your financial life than earlier.
We, at Strategic Financial Advisors, offer a comprehensive financial planning solution that covers budgeting, tax planning, risk-profile based investment planning, scenario planning, insurance and loan advisory or any subset of this gamut of services For more details please visit our Services page.
Based on your current financial assets and needs we will advise you on mutual funds, insurance, loans and tax optimization and provide execution support.
We aim to provide a holistic view of available investments across asset classes including.
We at Strategic Financial Advisors, research and track investment options in terms of return risk and qualitative analysis
Foundation of model portfolio options are based on quality research.
Investment solutions are tailor made to clients needs.
Focus remains on meeting client objectives with the correct risk return maturity profile.
We typically charge a flat fee for financial planning, depending the complexity of the client’s needs. While we offer free execution support for the plan, we do not insist that you carry out execution through us.
This keeps us unbiased in our recommendations having only your benefit in mind.
We offer retainership services on a annual basis which renewable every year in advance.
Client Data and confidentiality is supreme.
We prefer to use passwords for internal security.
Password encyption is followed for reporting purposes.
Client Files are managed to ensure completeness of information and regularity.
Each Client deals with single advisor.
Advisor available 24/7 over email and telephonically 5 days a week.
Advisor monitored internally by Partner.
Client Data is held with complete confidentiality.
Ongoing queries and email contact is preferred and encouraged.
We typically charge a flat fee for financial planning, depending the complexity of the client’s needs. While we offer free execution support for the plan, we do not insist that you carry out execution through us.
This keeps us unbiased in our recommendations having only your benefit in mind.
We offer retainership services on a annual basis which renewable every year in advance.
Nitin has rich experience of over 20 years, in the areas of Financial Planning, Mutual Funds, Taxation and Global Investments and has rich expertise in the area of Corporate Finance. From the instance, of working with International Firms like Mckinsey & Co, boutique Wealth Management and Family Office firms like Client Associates, and extensive contribution and under own family businesses, he has instrumented the growth acceptance and adoption of OMNIMax Financial Planning Software, which under his leadership has grown across India, Singapore, Africa and UAE.
He believes that Strategic Investment Planning helps in Meeting Client Goals and he believes using Online Tools and Meetings, widens the reach to the client while remaining Client Centric throughout the Investment Management Process. Being independent ensures that the best of breed products and solutions are brought to the clients, which is best suited to their risk profile and asset allocation.
Being Insured in the right way, for the Correct Cover Amount is the best way to Protect your Life and Goals.
Clients often are over insured or underinsured and hence exposed to the risks of life uncertainty which affect family members, in this time of Corona Crisis.
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Nitin and his team, have helped me and my family with regular savings and today we have a corpus to meet the needs of our children and their higher studies. I personally regard the personalisation effort towards advice, and impeccability of execution and service support.
Nitin and his team have offered complete Financial Solutions, in a timely manner, and kept our wealth growing with active management, and constructive advice. We are pleased to say that the team at Strategic acts as a complete Family Financial Advisor and very reliable in any situation.
Nitin and his team, have helped me and my family with regular savings and today we have a corpus to meet the needs of our children and their higher studies. I personally regard the personalisation effort towards advice, and impeccability of execution and service support.
Nitin and his team have offered complete Financial Solutions, in a timely manner, and kept our wealth growing with active management, and constructive advice. We are pleased to say that the team at Strategic acts as a complete Family Financial Advisor and very reliable in any situation.