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Personal & Corporate Financial Advisory
Reinventing Financial Intelligence !
At every stage in life, you have different financial needs and objectives. Whether you are looking to accumulate and grow your assets, preserve what you have accumulated, or distribute an income stream; P&CFA experts are here to provide you with professional guidance.
We operate with the highest of fiduciary standards and aim for a long-term relationship built on trust, confidentiality and professionalism.
P&CFA Corporate & Board Services
- Enterprise and Business Valuations
- Business Planning
- Fund and Estate Management Advisory
- Corporate Financial Advisory
- Fractional CFO Advisory
- Tax Optimization Advisory
- NED Board Participation
- Board Performance Assessment
- Business Dispute Resolution
- Buy Sell Agreements
- Capital Allocation Advisory
- Litigation Support
- Business Turnaround
- Finance Department Transformation
- Crisis Management
- Interim Management
- Risk Assessment & Management
- M&A Support
- Fundraising & Lending readiness
- Succession / Exit Planning
P&CFA Private Clients & Owner Advisory
- Providing Financial Advisory Services to Medium and High Net-Worth Individuals
- Personal Financial Mentoring
- Investment Decision Framework & Risk Concentration Review
- Family Financial Governance
- Wealth Preservation Strategies
- Personal Financial consulting (Retirement planning, Investment planning, Tax planning, Risk management, Debt management, College planning, Insurance planning, Philanthropy and charitable giving, and many more.)
Customized Personal Financial Mentoring Plans
Choose the plan that suits your needs and helps you increasing your financial intelligence.
Essential Plan 220 USD
1 e-book on Personal Finance
2 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Advantage Plan 410 USD
1 e-book on Personal Finance
4 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Attend 1 meeting with third parties
Elite Plan 600 USD
1 e-book on Personal Finance
6 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Attend 2 meetings with third parties
2 free Follow-up calls after 6 months
BE Behavioral Financial Advisory
We do behavioral money coaching — financial-therapy-style coaching for individuals in financial areas covering:
- Repeated financial mistakes despite financial knowledge
- Decision paralysis
- Financial stress coaching
- Over-risking / under-risking
- Emotional spending or impulsive investing
- Family tension around money
- Inconsistent saving/investing discipline
- Founder/owner identity tied to money
- Family financial governance
BE Trading and Investment
BE Inc. has a direct interest in commercial, trading, investment, business development activities and is willing to finance or participate in joint ventures, startups, or companies that are in process of development.
Platform for investors and business advisors. If you are looking to invest or acquire a business, contact us to connect with businesses which match your requirements. If you are a financial advsior / business broker and want to explore buy and sell side opportunities for your clients, feel free to get connected.