Who this is for: Owners of residential, commercial or land holdings in and around Pune.
Property is often the largest household asset and the least measured. Value is tracked by market talk; returns, holding costs and liquidity rarely are.
We build a property statement covering acquisition cost, current indicative value, loans, rental income, holding costs and realised yield, and place it inside the wider financial plan.
This informs decisions on holding, restructuring debt, or reallocating towards more liquid assets.
Challenges this addresses
- Returns assumed rather than measured
- High share of net worth locked in property
- Holding costs not tracked
- Succession and title documentation incomplete
What the engagement includes
- Property-wise financial statement
- Realised yield computation
- Loan and holding cost review
- Liquidity and concentration assessment
- Documentation checklist