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Financial Services for Physicians

Your financial future depends on the decisions you make today. There are lots of services available around taxes, investments, practice, retirement, insurance, loan, and estate. Some services are focused around doctors.

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Financial Services for Physicians

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  1. Financial Services for Physicians Your financial future depends on the decisions you make today. There are lots of services available around taxes, investments, practice, retirement, insurance, loan, and estate. Some services are focused around doctors. In physician financial advisor services offered as • • • • • • • • • • • • • • • Cash Flow Planning Risk profiling and Insurance Planning Financial Contract Review Evaluation/Review of employer and group benefits Practice planning/consulting Debt Management Wealth Management Services Financial and Investment Services Retirement Planning Tax Planning Estate Planning Charity & Legacy Planning Comprehensive financial planning Medical Accounting services QROPS services Doctor Loan Services Doctors commend high social status and their income perceived to be progressive. So banks and NBFCs extend all kind of special loans (Doctor Loans) to doctor by with very little or zero down payment requirements and usually at higher rates. Qualifying Recognized Overseas Pension Scheme (QROPS) It’s UK Pension transfer Scheme. This service offered exclusively to the doctors who served in UK for years and relocated in other countries for good. Financial Planning Services Comprehensive financial planning covers all aspects of financial life including cash flow, risk profile, potential liability risks, Insurance, Investments, Assets & Liabilities, financial goals and estate planning. Wealth Management Services In India it is treated like an financial consultant for doctors. But it’s meant for holistic approach in which a single entity coordinates all the services needed to manage your money and plan for your own and/or family's current and future needs. This service offered in the name of family –office. Estate Planning Services Estate planning is an essential part of any financial plan. Complex cases should be dealt by a qualified specialist lawyer. It helps to manage your estate & wealth while you’re alive and distributing it after your death. Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar 3rd Sreet, Nungambakkam, Chennai - 600 034. +91 90030 55599, +91 94455 18009 info@wealthtraits.com / www.wealthtraits.com

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