Individual / Business

Packages


Do You Need Financial Consultancy?


Macro-economic environment is ever changing, so is individual lifestyle inspite of ever surging inflation. Under such circumstances personal finance management has gained continuous importance. Every individual needs to have plans so that he continues to maintain a healthy life-style both pre & post retirement, taking care of children's educational needs, medical emergencies, unforeseen expenditures and above all expectations of their families.


Financial planning is not everyone's cup of tea as most individuals are not trained &/or experienced on the subject. Hence an individual in this stressful world remains further stressed with the additional load of financial planning and in the process may be hoodwinked by marketing ploys of high returns without looking into finance basics.


Why Hassi?


Hassi, through its experienced finance executives can help one in building up one's success blocs with one's available current assets. We are here to advise low & mid-income individuals as we feel that this sector is terribly ignored because most consultant firms cater to high income clients or organisations.


We advise you in the gainful utilisation of funds that you have identifying the not so essential spends. We advise you for a better present & future by becoming a part of your family by providing you with bespoke solutions suitable for your needs which includes Asset Management, Tax Planning, Retirement Planning, Investment Planning & Insurance Planning. We endeavour to make yours & your family's net worth to grow at a very reasonable cost. We set a roadmap for your future success.


Key Advantages:

  • Low cost packages.
  • Consultancy at home or office of the client for free in Kolkata (till our covered area, extra charges may apply otherwise depending on the distance from the last covered location near the required client destination).
  • Periodic updates and reports.
  • Telephonic Assistance whenever required.
  • Facility for video consultancy via Skype.
  • Facility to pay via Cash during first hour of consultancy at client's location. (The entire sum of the package opted for by the client must be paid in full before the commencement of the consultancy).
  • 12/6 customer service. (From 8am to 8pm, Monday till Saturday).
  • For customised plans please contact us on our contact details.

Packages

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ONE TIME
BRONZE
SILVER
GOLD
PLATINUM
UNDERSTANDING & DETERMINING DERIVABLES yes yes yes yes yes
FINANCIAL & FAMILY DATA ASSIMILATION yes yes yes yes yes
FINANCIAL DATA VETTING yes yes yes yes yes
CURRENT CASH FLOW PREPARATION yes yes yes yes
FINANCIAL RISK ANALYSIS yes yes yes yes
FINANCIAL GOAL SETTING yes yes yes yes
FINANCIAL RISK MITIGATION ADVISORY yes yes yes yes yes
DETAILED FINANCIAL RISK MITIGATION PLAN yes yes yes
INVESTMENT & INSURANCE ADVISORY yes yes
STRUCTURING & RESTRUCTURING OF DEBT PLAN yes
CASH FLOW PLAN yes yes yes yes
MONITORING PLAN ON MONTHLY BASIS yes yes
TAX PLANNING AND ADVISORY yes yes yes yes
LEGAL CONSULTANCY IF DESIRED yes
SERVICE HOURS PER WEEK 1 . 50 1 1 1 1
ACCOUNTING SERVICE VIA ASSOCIATE FIRM(OPTIONAL,EXTRA COST)
DEBT SYNDICATION VIA ASSOCIATE FIRM(OPTIONAL,EXTRA COST)
ACCOUNTING MANUAL
INTERNAL CONTROL MANUAL
599.00/ Month

699.00/ Month

799.00/ Month

999.00/ Month

1499.00/ Month