How We Serve You
Our goal at Strategic is to help our clients enjoy their lives to the fullest extent possible today, while preserving the security of their future. To do this we offer comprehensive financial planning and investment management services designed to fit your needs.
Individual Financial Services
Personal Financial Services
We help people spend, save, invest, insure, and plan. We offer personalized financial planning to people, which helps them live their lifestyle by design rather than by default.
Retirement Services
The concept of having the choice to enjoy financial independence at the desired age with the desired lifestyle.
Tax Free Products
Providing Solutions that help you save taxes not only at the end of your financial year but also in the long run.
Health Insurance
In a booming economy like India, where the cost of living is rising, so is the cost of good medical attention.
Health Plans are misunderstood as part of personal finance, but the truth is that a good health insurance plan helps you gain better benefits.
Education Planning
If you dream of giving the best education to your child, we have a plan.
Life Insurance and Risk Management
We offer need-based solutions with a proper diagnostic approach. We help you optimize your available resources to take care of your current and future objectives.
Mutual fund all AMCs & Schemes
We offer solution of all AMC cater to your requirment.
Investment & Risk Management
Gratuity Planning
Cash Accumulation scheme to enable employers to meet their gratuity liability in a very simple and efficient manner.
Superannuation Planning
The employer contributes a certain fixed percentage of salary of each member. Such Contributions are accumulated and the accumulated amount is utilized to provide various benefits
Employer-Employee Benefit Program
It is solution whereby an organization can reward their employees as part of their loyalty and retainership program.
Mutual Fund Distribution
Senior professionals in this segment are not able to concentrate on their earned value getting saved in a right format due to their tight schedule, lack of proper information & knowledge and most important, no proper structure to build their finances. We conduct seminars in such places in a group of 10-15 members to educate them on how to create their financial future.
Every Individual wants to grow and contribute in his life. An employee who is clear and focused of his personal goals and objectives is determined to contribute and do well in his organization at a faster pace and in return get his personal goals fulfilled.
We hold awareness program at the following gathering :
- Rotary Club
- Trade Association
- Corporate Organization and other such Gathering
- Community Gathering and such similar Forum
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