ELIXIR WEALTH SOLUTIONS

We see from your point of view. This concept is sacred to us. We would roll up our sleeves, go to work on your behalf and fight out your battle as your brilliant knights. Our advice is objective and driven only by what is best for you. With us, you’ll receive honest, thoughtful advice from a partner who knows you and understands your lifestyle, needs and dreams. TEAMING FOR SUCCESS To achieve success, you need to coordinate all facades of your financial life, including investments, insurance, benefits and estate planning. That’s where we come in. We put our team of experts to work on your behalf, while also drawing upon outside resources. Whether it’s working directly with your accountant or attorney, or connecting you with one, we’ll help you get the best advice in all areas. THINKING LONG-TERM Successful planning and investing requires a perspective that takes into account the reality that there will be good times and bad. Not getting caught up in the wave of the moment is key.

The most popular Wealth creation method through which you could make regular, equal payments into mutual funds, Bonds, Fixed Income, Money Markets or retirement accounts. By using a systematic investment plan (SIP), investors are benefiting from the long-term advantages of dollar-cost averaging and the convenience of saving regularly. Dollar-cost averaging involves buying a fixed-dollar amount of a security regardless of its price. Therefore, units are bought at various prices over time and the average cost per units of the security will decrease over time. Dollar-cost averaging lessens the risk of investing a large amount of money into a security. If you are looking for a incredible wealth creation option for the unavoidable necessities in stages of life like, education funding for your children, their wedding, building your dream home, general savings or your retirement; this could be the best of the option. Whether you are looking for the options to beat the inflation or to build a diversified portfolio with multiple currency options, this route would be the most desirable route for you.

FINANCIAL STRATEGIES INTEGRATED FOR COMPLEX LIVES Complex lives definitely demand integrated solutions. Through our Wealth blueprint process, we develop and implement integrated investment strategies based on your input about your family and lifestyle. We touch all the bases, focusing not only on everyday financial needs and obligations, but also on your long-term goals and aspirations. ADDRESSING EVERYDAY ISSUES Wealth Blueprint serves as your financial road map, helping you identify financial priorities on every stages of life and how to achieve them in the short term and in the long term. Using your Wealth Blueprint as a guide, we can help you assess your insurance needs and coverage, plan for major purchases such as a home or a car, and develop efficient tax strategies. We can help you identify estate-planning needs and resources. If you own a business, we can help you plan for growth – and success.