Investment

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Investments can be stock and bonds.We formulate strategies to help you reach your financial goals

A time is fixed for the meeting as per the needs of client 

Keeping in mind your needs, stage of life,financial circumstance we define plan. Whenever a major life change like marriage,job change, retirement we suggest more personalized plans for your needs.Plans are based considering several factors such as Age,Risk Tolerance,Investing Goals,Available Accounts

We monitor client's investments as their financial objectives change over time

Based on the investments and number of sessions been enrolled we charge you fee

• At the Starting your career
•  Getting married and starting a family
• Children’s growing years (school years) 
• Pre-Retirement 
• Retirement Years

If you miss, any of the above stage, your planning will go haywire. To safeguard against any such mishappenings or notional loss arising from not following above formula you need to adopt “ SIP “ Which is must n must to get the optimum benefits. 

•   Are you Saving 25 to 30 % of your take home salary / Income ?
•  Have you created Emergency Fund for next 6 months ?
• Have you avoided common mistake of combining Insurance with Investment ?H
• Have you taken sufficient Health Insurance & more than required Life Insurance ?
• Is your Loan Installment restricted to 40 % of your Income ?
• Have you Re shuffled your Shares Investments in last 2 years ?
• Have you Invested in Safe Mode Mutual Fund portfolio ?
• Are you aware of Taxation implications of your Investments
• And Last…. Are you satisfied with your current Investment Planning ?

If at least 4 Answers are “ NO “ Contact your Financial Consultant Immediately for Better Planning 

•  Never depend on single income, Make other investment to create 2nd income
•  If you buy things you do not need, Soon you will have to sell things you need.
•  Do not save, what is left after spending, But spend what is left after saving.
• Never test the depth of river with 2 feet at a time
•  Do not put all Eggs in One Basket
• Aim for Long term Goal…Don’t be short sighted
•  And Last…. Never believe in Free Advise, Pay & get the Best value for your money.

 Know more about your investment strategy through Mutual Funds, SIP (  

SIP is safe & Guarantee against Loss…………No : Its not 100 % safe, It moves with Market fluctuation, But it has an edge over all other Investment Instruments in terms of Returns & offers much better returns than any other mode of investments.. So yes...since SIP are for 10 -15 - 20 years. You are sure to get Jackpot of better returns) 

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Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.