Getting Promoted

Reassess your wealth

management strategies after a promotion.
A wealth management expert can connect you with a personal tax consultant or a life insurance advisor to account for changes in income, and ensure that you adjust your retirement plan and investment strategy accordingly.

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“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

“The efficiency, honesty, and level of detail of the Dharnas is unmatched.”

-- Mr. Chani Luthra

A significant bump in income often means an overhaul

of your wealth management strategy.

A promotion means changes to your portfolio and financial plan. Meet with a risk management consultant, assess any changes in your long-term goals, and get connected with an accountant.

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