What We Do

Agrawal Associates Private Wealth Management offers a sophisticated approach to wealth management, tailored to meet your short and long-term needs. With IG Wealth Management since 2003, we specialize in crafting personalized investment group strategies, financial management, retirement planning, and estate planning.

Since 2003, we have been dedicated to simplifying your financial life and guiding you through key financial events. Our team delivers tax-efficient strategies to optimize your financial position and offers personalized plans to meet your unique needs.

Our team will:

  • Simplify your financial life with our comprehensive wealth management services.
  • Achieve peace of mind by reducing financial concerns with personalized solutions.
  • Navigate critical financial events with our expert guidance.
  • Improve your financial position with tax-efficient strategies across all aspects.
  • Proactively adjust your plan to capitalize on opportunities for growth.

A holistic view of your wealth and your life

Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.

 

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Optimizing your retirement

We specialize in retirement planning, managing retirement risks to safeguard your capital and create a tax-efficient income stream tailored to your needs and goals. We will optimize your retirement strategy and preserve your hard-earned wealth for the future.

Planning for major expenditures

We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements. Our focus is on helping you achieve your goals with careful guidance and expertise every step of the way.

Managing cash flow efficiently

We conduct thorough assessments and ongoing evaluations of your cash flow and credit requirements, aiming to provide the flexibility necessary to achieve your objectives. Our services encompass comprehensive cash flow analysis and tax-efficient income planning, ensuring personalized strategies that align with your needs.

Preparing for the unexpected

 

We specialize in anticipating and preparing for unexpected financial challenges, ensuring you are equipped to navigate unforeseen circumstances with confidence. Through meticulous planning of risk, our goal is to provide you with peace of mind and financial resilience in the face of the unexpected.

Maximizing your business success

 

We specialize in aligning personal and business needs through strategic financial planning, from optimizing corporate investments to business succession. Our tailored strategies synchronize your goals, ensuring comprehensive support for both personal and professional success.

 

Sharing your wealth

 

We specialize in creating legacies that endure through strategic wealth sharing and estate planning. From philanthropy to intergenerational wealth transfer, we will help you establish a plan that ensures your legacy lives on for the people and causes you hold dear. With our expertise, your wealth will continue to make a meaningful impact for generations to come.

Experience our next generation IG Living Plan

Are you prepared for all the ‘what if’s’ in your financial life?  Find out with our next-generation IG Living Plan. 

With this interactive new digital experience, we can help you test different scenarios and show the impact of your decisions before you make them.

 

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A process designed around you

There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.

We’ll clarify your goals and concerns, evaluate your current financial situation, and synchronize six major areas of your financial well-being to create your IG Living PlanTM.

As your life moves through different phases, our ongoing process will proactively monitor and respond to you – reflecting our comprehensive, yet flexible team-based approach to financial planning that can deliver a deeper emphasis on any aspect of your living plan.

Step 1

Discover and clarify your values, dreams, goals and concerns to help us tailor our relationship with you and prioritize your financial needs.

Step 2

Analyze and explore options of concepts and scenarios to apply to your personal situation that minimize taxes, mitigate risk and protect your wealth.

Step 3

Develop and present a holistic financial plan--your IG Living Plan--that also integrates your customized investment program.

Step 4

Finalize and implement the custom strategies in your IG Living Plan that synchronizes all dimensions of your financial well-being.

Step 5

Proactively service and respond as your life, family circumstances and markets change--we will identify and present all relevant scenarios before adjusting any element of your IG Living Plan.

Is your financial well-being on track?

Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.

Get your snapshot