- Do you know what the real value of all your investments is? Real value being the proceeds minus inflation minus tax.
- Are your savings/Investments fetching you sufficient returns to meet your goals?
- Are you taking full advantage of the tax exemptions available to you?
- How long your dependents can maintain current lifestyle, if something happens to you?
- And does your cover include the home loan you have taken?
- Can you maintain a lifestyle you have been accustomed to, if you go on a sabbatical /retirement?
- Does your retirement fund take into account the increased medical expenses you are likely to have in your advanced years?
If you don’t have answers to these questions, you need a proper financial planning.
Simply put, financial planning is the process of identifying and defining your financial goals, prioritizing them and achieving these goals with a clear, focused and a customized game plan. Financial Planning can help you achieve both greater wealth and financial security, while inadequate or improper planning can be disastrous. Financial Planning is an ongoing and continuous activity involving wealth management, children education planning, children marriage planning, retirement planning, insurance planning and tax planning.
Basic Services provided to clients investing with us are as follows:
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- Hassle-free investment into various categories and schemes of Mutual Funds
- Periodic review and restructuring of portfolio in response to client needs and market dynamics.
- All kinds of operational assistance to the client.
- An app and website login for the client to monitor portfolio whenever they wish to.
Our Pre & Post Investment Support will help you in following ways:
Pre Investment Support:
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- PAN Cards – Pan card is mandatory for investing in Mutual Funds. We assist you in applying for the PAN or even modifying details in your existing PAN.
- KYC Compliance: All assistance in complying with Know Your Customer norms which is mandatory for investing in Mutual Funds.
- Mutual Fund Distribution – we are empaneled with more than 25 mutual funds and hence will provide a wide array of options to choose from so as to suffice your financial goals as per your risk appetite.
Post – Investment Support:
Operational Support – Filling application forms, ensuring execution, Change of Bank etc.
Email and Phone Support – For any query on your Investments.
Online Investment Monitoring – Anytime-Anywhere log into the Mobile app or Website to track your portfolio online.
Disclaimer: These are the basics of financial planning taken from an open source content purely for educational purpose but we as a firm are not involved in any financial planning activities.