Corporate financial planning and re-engineering

It is common for corporates to face financial setbacks at some point. One way to avoid such setbacks in the future is through careful corporate financial planning. A business plan should incorporate the values and priorities of a company, with a comprehensive map of how to achieve those goals. The growth of a business depends on many factors–worthy leadership, quality product and service, and careful financial planning. Putting a plan in place first requires research. Examine both assets and liabilities. Prioritize goals. Incorporate budget details into a feasible plan for the future.

Lodha & Bhatt provides investment consulting services which helps corporates to understand and meet their financial goals. We also Determine the asset allocation based on the corporate’s overall financial situation. We identify appropriate investments and implement the recommendations. We also, Review the portfolio and recommend appropriate changes.

how can we help you?

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly.

Looking for a Business Consultant?