Last Mile provides a detailed Financial Plan based on customer goals and objectives. The customer is involved throughout the process and the whole process is kept transparent. Last Mile uses a systematic approach for creating a customized plan for each customer. The salient features of Last Mile’s Financial Planning are:

The Stock Portfolio is created by Last Mile based on the customer’s objectives and goals. This is done after thorough analysis and taking into consideration different parameters such as current price of equity, timing, growth etc.,. The customer is involved throughout the process and different techniques are taught for managing the portfolio along with rebalancing techniques.

The salient features of Last Mile’s Stock Portfolio Creation are:

At Last Mile, we do a thorough analysis of all the schemes available in the market and map the same to customer goals so that they can reap the benefits. Different techniques are taught to create self-awareness to the customer and methods to manage portfolio.

The salient features of Last Mile’s Mutual Fund Portfolio Creation are:

There are so many different types of Life Insurance schemes available in the market. At Last Mile, we look at the customer’s needs and provide the right choice of scheme which caters to the customer’s goals. We teach different things that the customer needs to know for managing their Life Insurance.

The salient features of Last Mile’s Life Insurance management are:

Last Mile provides consultation in the following areas as there are so many hidden terms/penalties/things you need to know/simple mistakes we do daily. This consultation is more catered towards protecting the customer from paying unnecessary fees, interest and penalties to financial institutions by using simple techniques.

With this service Last Mile will educate customers in using different methods to manage their investments and assets. These methods can be used for portfolio rebalancing, documentation management, methods to create family awareness, things you need to know about Insurance etc.,

The main features of Last Mile’s Financial Management Consultation are:

We at Last Mile realized that there are so many subjects taught to kids in school except how to understand and manage money. In this world everybody is pressed for time and in the process we forget to teach our kids the importance of managing money. When kids grow up and start earning money, they are not clear about how to put their money to work. This service is provided 1-on-1 and also at Schools as required by appointment

The main features of Last Mile’s Financial Parenting Teaching are: