Financial planning, investment advisory, and estate planning services for individuals, families, and corporates seeking structured wealth management.
DRP & Co. LLP provides wealth management services to individuals, families, and corporates. The firm assists clients with financial planning, investment advisory, retirement planning, and estate planning to help achieve long-term financial objectives.
The wealth management practice takes a holistic approach covering asset allocation, tax-efficient investment strategies, insurance review, succession planning, and trust structuring. The firm works with clients to develop customised financial plans based on their goals, risk appetite, and time horizons.
Comprehensive financial plans covering cash flow analysis, goal-based planning, budgeting, and net worth assessment for individuals and families.
Advisory on asset allocation, mutual funds, fixed income, equity, and alternative investments based on risk profiling and investment horizon.
Retirement corpus estimation, pension planning, NPS advisory, and post-retirement cash flow structuring.
Will drafting coordination, trust structuring, succession planning, and intergenerational wealth transfer strategies.
Investment structuring to optimise tax outcomes under the Income Tax Act, including capital gains planning and tax-saving instruments.
Assessment of existing insurance coverage, gap analysis, and advisory on life, health, and general insurance requirements.
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