Services
Wealth Management & Financial Planning
Integrated financial planning solutions focused on wealth preservation, investment planning, and long-term financial objectives. This service exists because the same business owners, partners, and professionals we advise on corporate tax and audit also have personal financial planning needs - and those two sides of the picture interact more than most people realise. Our partners hold Wealth Management & Financial Planning certification from ICAI.
Who This Is For
Business owners, professionals, and high-net-worth individuals who need structured personal financial planning that accounts for their business income, tax position, succession requirements, and long-term wealth objectives.
What's Included
- ✓Personal Financial Planning
- ✓Wealth Management
- ✓Investment Planning
- ✓Retirement Planning
- ✓Estate & Succession Planning
- ✓Risk Management
- ✓Tax-Efficient Investment Planning
- ✓Financial Goal Planning
Our Approach
Build the full financial picture.
Wealth planning that ignores your tax position or business structure isn't real planning. We start by understanding both sides - business and personal - before making any recommendations.
Plan for the long term, adjust for the present.
Retirement, succession, and estate goals require a long-term plan. Short-term investment planning and risk management need to fit within it, not override it.
Review regularly.
Financial plans become outdated. Tax laws change, business circumstances change, and personal objectives evolve. We review and update the plan on a regular cycle, not just at inception.
Why SASVA & Associates
- ✓Partners certified in Wealth Management & Financial Planning (ICAI)
- ✓Personal financial planning sits alongside our core taxation, audit, and corporate advisory practice - which means the tax implications of investment decisions are assessed alongside the investments themselves
- ✓Partners also certified in ADR (ICAI) - relevant for succession disputes and estate planning contexts
Related Services
Frequently Asked Questions
Do you advise on investment planning alongside tax planning?
Yes. Tax-efficient investment planning is a specific part of this service, which is why it sits within a CA firm that also handles personal and corporate taxation.
Can you assist with succession planning for a family business?
Yes. Estate and succession planning is part of wealth management and financial planning, and our ADR-certified partner is also relevant for succession-related disputes.
Do you handle retirement planning for business owners?
Yes. Retirement planning for business owners - where the timing and structure of business exit or transition is part of the retirement picture - is a specific focus area.
Is this service available to professionals who are not business owners?
Yes. Personal financial planning, investment planning, and financial goal planning are available to salaried professionals and others, not only business owners.
Do you coordinate personal financial planning with our corporate tax work?
Yes. If you are also a client for our taxation or advisory services, we coordinate personal financial planning with your broader tax position to avoid gaps and conflicts between the two.