Financial Services

Elderly face mistreatment in old age mostly due to financial reasons. 90% of abusers are family members or trusted others. We helps aging adults maintain peace of mind regarding their finances. Our Financial Services program includes helping with money management and protection against financial abuse. If you or a loved one have concerns about being taken advantage of, we can assist by ensuring your finances are well accounted for by our licensed financial experts. We handle your financial needs like IT Returns ,bank related work (Deposits, Withdrawals,SWIFT Transfer,KYC Updating,FD(s),RD(s),Equity Market ,Mutual Funds) and Bill Payments .

1. IT Returns

  • Preparation and filing of Income tax returns, Tax consultancy

2. Bank Visit

  • Deposits, withdrawals, SWIFT transfer, Bank KYC updating, and any other banking related services – Payment of utility bills such as electricity, municipal cooperation taxes, water, property taxes etc

3. Bill Payments

  • Payment of utility bills such as electricity, municipal cooperation taxes, water, property tax, telephone bill etc

4. Wealth Management

  • Insurance, Fixed Deposits, Equity Market, Mutual Funds
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