Our Services

Retirement Planning

Retirement planning made simple with Green Arrow’s actionable steps:

  • Calculating Current Net Worth : Assess assets and liabilities to understand your financial standing.
  • Arriving at Retirement Corpus Needs : Determine how much to save for retirement based on current expenses and inflation.
  • Calculating Current Inflows : Salary , Rental income ,Interest earnings
  • Calculating Current Outflows : Expenses, Loan Repayments, Investments,Insurance Premiums
  • Arriving at Retirement Corpus Needs : Determine how much to save for retirement based on current expenses and inflation.
  • Defining Retirement Goal : Your vision for retirement , Target retirement date, Regular investment amount

Retirement Cashflow Analysis

Take charge with Green Arrow’s Retirement Analysis, turning dreams into goals:
  • Analyze Current Income Expenses, and Liabilities : Gain clarity on your financial health today.
  • Assess Future Income and Expenses : Plan for tomorrow with confidence and precision.
  • Calculate Your Retirement Corpus : Know exactly how much you’ll need, based on your current lifestyle.
  • Map Retirement Goals to Your Corpus : Strategically align your aspirations with achievable milestones.
  • Create Tailored Plans to Achieve Goals : Step-by-step strategies to turn your goals into reality.
  • Establish Future Loan and Expense Guidelines : Manage future commitments while staying financially secure.
  • Review and Track Progress Regularly : Stay on course with regular updates to your plan.

Insurance, Investment Review & Optimisation​

Green Arrow optimizes insurance and investments for smarter financial planning:
  • Analyze Current Insurance Plans : Evaluate your term and health insurance to identify gaps.
  • Calculate Insurance Needs : Determine the right coverage based on your income and goals.
  • Create a Protection Plan : Safeguard your income from unforeseen events like death, disease, disability, or disaster.
  • Optimize Policies for Better Coverage : Enhance risk coverage without increasing your premiums.
  • Reduce Premiums for Same Coverage : Save money while maintaining the same level of protection.

Loan Optimisation​

Streamline your finances with Green Arrow’s expert Loan Optimization services. Take charge of your loans and achieve financial freedom with:
  • Analyzing Current Loans : Evaluate your home, education, and personal loans for better clarity.
  • Deciding to Prepay or Continue : Get expert advice on the best strategy for your loans.
  • Optimizing Loans for Lower Interest Rates : Reduce the cost of borrowing and save more.
  • Reducing EMIs for Better Cash Flow : Manage monthly expenses with ease.
  • Recovering Interest Through Smart Investments : Transform your loan burden into a financial opportunity.

Tax Planning​ for Employees & Employers

Maximize savings with Green Arrow’s tailored tax solutions:
  • Analyzing Current Tax Deduction Utilization : Understand where you stand and identify unused benefits.
  • Optimal Tax Deduction Utilization Guidance : Ensure you're making the most of available tax-saving options.
  • Choosing Between Old and New Tax Regimes : Expert advice to select the regime that suits you best.
  • Tax Deferment Solutions for Employers : Explore options like business insurance for tax-efficient planning.
  • Maximizing NPS Benefits : Leverage the advantages of NPS for both employees and employers.
  • Tax Optimization with Capital Gains Harvesting : Minimize taxes through strategic harvesting of gains and losses.
  • Capital Gains Savings : Smartly transition from one asset (e.g., real estate) to another (e.g., mutual funds or equities).

Stage of the Life

Exploring Career Options

Need

  • Monthly Cash Flow Management
  • Minimizing Reinvestment Risks
  • Spend More Time with Family and Social
  • Ensure Family Harmony and Leave a Legacy

Our Products / Services

  • Financial Road Map
  • Mutual Funds & P2P for Short-Term Needs
  • Term & Health Insurance
  • Mutual Fund SIPs for Long-Term Goals

Career Growth

Need

  • Protection Against Loss of Income Due to the 4Ds
  • Emergency Funds
  • Education Planning
  • Own a House and Wealth Creation
  • Retirement Corpus
  • Additional Monthly Income
  • Vacations
  • Prepaying Loans
  • Tax Planning
  • Time Availability for Family
  • Time for Self-Skill Enhancement

Our Products / Services

  • Upgrading Term Plans, Health Insurance, and Personal Accident Coverage
  • Emergency and Liquid Funds via P2P, FDs, and SIPs
  • Lumpsum Investment in Mutual Funds, PMS & Equity Smallcases
  • Experience SWP for Meeting Expenses Out of Investment Income
  • Manage Cashflows as per the Financial Roadmap
  • Repayment of Loan Through Investments in Mutual Funds
  • Tax Planning with ULIPs and NPS
  • Yearly Portfolio Review
  • Wealth Consolidation to Save Time

Retirement Readiness

Need

  • Free You from the Stress of Future Expenses
  • Provide Liquidity on Demand with a Stable Portfolio
  • Create Steady Monthly Cashflows
  • Set Initial Thoughts for Wealth Distribution
  • Maximize Tax Efficiency for Income

Our Products / Services

  • Income from Mutual Funds (SWP) and PMS for Future Expenses
  • Asset Rebalancing in Equity and Debt Based on Life Goals
  • SWPs in Mutual Funds for Monthly Inflow & Long-Term Capital Growth
  • Will Preparation
  • Tax Planning with ULIPs & NPS

Succession Planning

Need

  • Monthly Cash Flow Management
  • Minimizing Reinvestment Risk
  • Spending Time with Family and Social
  • Family Harmony & Leaving a Sufficient Legacy

Our Products / Services

  • SWPs in Mutual Funds or Monthly Income Flow from P2P
  • Investments without Maturity Dates in Mutual Funds and P2P
  • Managing Cashflows as per the Financial Roadmap
  • Managing Cashflows as per the Financial Roadmap
  • Will Preparation and Trust Formation