At www.ypointx.com, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
At www.ypointx.com, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
Tax planning is a process of looking at various tax options in order to determine when, whether, and how to conduct business and personal transactions.
Goal Based Financial Planning has been discussed as a concept for years in utility-adjusted wealth when compared to a traditional approach to financial planning.
Wealth Advisory is the art of structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised.
A life insurance policy is a contract with an insurance company. In exchange for premium payments, the insurance company provides a lump-sum.
Health insurance is a type of insurance coverage that covers the cost of an insured individual's medical and surgical expenses.