Amita Roy's Contact Details

Amita Roy's Company Details

Edrica Wealth Management Pvt. Ltd.

Kolkata, West Bengal, India • 5 Employees
Financial Services

Edrica Group established in 2019. Company provides often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:Risk Management and Insurance PlanningManaging cash flow risks through sound risk management and insurance techniques.Investment and Planning IssuesPlanning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation.Retirement PlanningPlanning to ensure financial independence at retirement.Tax PlanningPlanning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes.Estate PlanningPlanning for the creation, accumulation, conservation and distribution of assets.Cash Flow and Liability ManagementMaintaining and enhancing personal cash flows through debt and lifestyle management.