Investment Planning

As a part of our statutory support, Creago also assists in personal financial planning, which is very imperative. The basic principles of finance are applied to decisions which cover future risks and investments. It is a way for investors to chart, prepare for and enjoy the series of life events they are likely to encounter.

Asset Allocation

Retirement Planning

Insurance Planning

Succession Planning

Asset Allocation

  • Drawing up the appropriate asset allocation pattern based on client’s objective and goals

Retirement Planning

  • Providing suitable savings and investment plans to secure your life, post your active working years.

Insurance Planning

  • Recommending appropriate insurance pland that suit the requirements and goals of the client

Succession Planning

  • Assisting in succession planning and tax efficient transfer of wealth

We are Creago Advisors LLP.‘Creago’ stand for ‘Creative Growth’.We are a financial and business advisory firm.

Quick contact
  • 703, Peninsula Plaza, A-16 , Veera Industrial Estate, Off new Link Road Andheri (W) , Mumbai – 400053
  • 022-40033829
  • office@creago.in


Copyright © 2023 Darrel Wilson. All rights reserved.