📍 Comprehensive Financial Inventory to help individuals and families take charge of complete financial information in the event of disability or death. 📍
What is the importance & role of a ‘Comprehensive Financial Inventory’?
✅ We know the importance of preparation of a WILL for legal transfer of assets to our successors. Comprehensive Financial Inventory helps in making this process of transfer seamless and convenient.
✅ A WILL alone, may not be enough to carry out the entire transfer process without several essential data as included in this ‘Comprehensive Financial Inventory.’
✅ It is a one stop inventory for the successors to avail all the necessary financials as well as personal information of an individual in the event of disability or death.
✅ Please follow this link to view and download for free.
✅ You can prepare the data on your own.
🎯 You can also avail our professional services to prepare the ‘Comprehensive Financial Inventory.’ 🎯
✅ The information in the Comprehensive Financial Inventory in many cases requires customization (data prepared according to the need of the individual), time and efforts to prepare and update the information for which our services can be availed.
Ashutosh Financial Services Pvt. Ltd.
•Investments •Insurance •NRI Services •Income Tax & Estate Planning
Mobile: +91 73835 30919 / 93773 35959
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