Maintenance of Personal Financial Records

Your financial records and documents provide proofs of ownership of properties, legal matters, business transactions, Nominees details etc. Credit card statements, insurance policies, invoices, bank statements and other documents form the basis of your financial record keeping. We help you in maintaining the following records and to update it on a periodical basis.

PERSONAL RECORDS

These includes documents like your birth certificate, education or training certificates, employment letter, resume, etc.

TAX RECORDS

You will need to keep all related documents such as income statements and receipts for tax- deductible items.

PROPERTY RECORDS

Housing records may include the sales and purchase agreement, bank statements, lease documents, property tax records, home maintenance receipts, etc.

INVESTMENTS & RETIREMENT RECORDS

These includes Bank Statements, Mutual funds stocks credit cards statements, Pension scheme details Bonds, Post office deposits and Fixed deposits etc

INSURANCE RECORDS

This covers your insurance policies, yearly statements, medical information and claim reports.

ESTATE PLANNING RECORDS

The documents include your Will, pension plan documents, employee provident fund (EPF) statements and settlement deed etc.