Our Offerings
Advisory Services - Know Your Finances
Know your Assets Vs Liabilities, Dreams/Goals Vs Reality/Provisions, Identify Gaps & plan accordingly
Financial Health Review
Financial Health Review is a systematic process evaluating your personal finances. It informs you of current liabilities, assets, provisions and helps you to strategize appropriate investment decisions.
> Identifying future cost of living
> FD requirement for Retirement
> Kid's future planning
> Insurance meter evaluation
> Review & finalize summary sheet
> Building investment strategies as per Priority
> Generating detailed report & summary report
> Periodic review of action devised plan
Happy Family Project
Financial Planning is an exercise that converts your goals & objectives into action plans. It provides roadmap & disciplined approach to achieve these goals.
> Understanding Family & it's mind set
> Analyze Financial Needs
> Quantify Family Needs
> Review of current portfolio
> Identifying Gaps
> Need Based Re-alignment
> Restructuring the plan
> Execute Plan with Discipline
> Consistent Review & Monitoring
> Celebrate your Financial Freedom
Complete Protection - Risk Management
Have you protected yourself & your family from possible eventualities like Death, Disease & Disability??
Life Insurance
- Term Plans
- Guaranteed Return Plans
- Endowment Plans
- Money Back Plans
- Single Premium Plans
- Annuity Plans
- Pension Plans
- Unit Linked Plans (ULIP)
Health Insurance
- Comprehensive Health Policy
- Senior Citizen Policy
- Top Up Policy
- Personal Accident Policy
- Heart Policy
- Cancer Policy
- Diabetes Policy
- Autism Policy
General Insurance
- Motor / Car Insurance
- Home / Fire Insurance
- Group Medical Insurance
- Group Life Insurance
- Group Accident Insurance
- Employer - Employee
- Business Insurance
Wealth Creation - Equity & Mutual Funds
GREATER THE RISK, GREATER WILL BE THE PROFIT!
Equity / Shares
- Demat Accounts
- Equity SIP
- Small Case
Mutual Funds
- SIP / Step Up SIP
- Lump-sum Investment
- Systematic Withdrawal Plan (SWP)
- Systematic Transfer Plan (STP)
- Freedom SIP
Fixed Income - Deposits, Bonds, NPS
Guaranteed Returns l Lower the Risk lower will the returns
Fixed Deposits
- Corporate Deposits
- Non Convertible Debentures
- Peer to Peer Lending (Depo.)
BONDS
- Capital Gain Bonds,
- Sovereign Gold Bonds,
- Govt Bonds
Pension Scheme
- National Pension Scheme
Assets - Real Estate
This Asset class generates kind of returns which beats inflation
Domestic Properties
- Mumbai,
- Thane,
- Pune,
- Ahmedabad,
- Bangalore,
- Gandhinagar,
- Goa,
- Mysore
Credit Management - Loans
Loan लेना है अब आसान !
Home Loan
Avail range of Home Loan products from leading financial institution with attractive interest rates, quick processing, transparent charges and easy repayment options. Home loan simply means a sum of money borrowed from a lender to buy a house.
Loan Against Property
Loan Against Property is a type of secured loan availed against a Commercial or Residential property kept as a collateral with the lender. It can be availed for any purpose, as there are no documentary evidence required for the end use of the funds.
Balance Transfer
Balance Transfer is a best option to lower your EMI by transferring the current loan amount to a new bank offering lower rate of interest. It is just the process of transferring the outstanding loan amount to a new bank which offers lowest rate of interest. It helps to reduce the burden of paying higher rate of interest which reduces the amount of monthly EMI payments drastically. You can avail balance transfer if you have regularly paid minimum of 6 - 12 of your monthly EMI on time.
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