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SERVICES OFFERED

Financial planning is the process of examining a client’s personal situation, financial resources, financial objectives and financial problems in a comprehensive manner, developing an impartial, integrated plan to utilize the resources to meet objectives and solve problems, taking the steps to implement that plan once approved by the client and monitoring the plan performance to take corrective action as necessary to assure that result match the plan projection.


In simple words, a financial path is a path to help you achieve your life’s financial goals. It is the process of making learned money management decisions in order to safeguard your future. A financial plan helps you to fulfil financial goals and meet personal priorities. It takes into consideration your available resources, responsibilities, lifestyle and risk appetite. Allocating your savings across various asset classes to achieve an appropriate risk-reward balance and ensuring long-term financial security are the basics of financial plan.

Mutual Funds

A mutual fund is a professionally-managed investment scheme, usually run by an asset management company that brings together a group of people and invests their money in stocks, bonds and other securities.





Equities

Equity can have somewhat different meanings, depending on the context and the type of asset. In finance in general, you can think of equity as one’s degree ownership in any asset after all debts associated with that asset are paid off.







SIP with Insurance

SIP Insure facility is an add on feature of ​ life insurance cover under Group Term Insurance to individual investors opting for SIP in the designated schemes. It helps to encourage individua​​​​​​​​​​​​l investors to save & invest regularly through Systematic Investment Plan (SIP) and help achieve their financial objective without any hindrance​​​.



Risk Management

Risk management occurs everywhere in the financial world. It occurs when an investor buys low-risk government bonds over more risky corporate bonds, when a fund manager hedges his currency exposure with currency derivatives and when a bank performs a credit check on an individual before issuing a personal line of credit.



General Insurance

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.



Super Savings Account

The Super Savings Account is a new-age mutual fund which brings with it the advantages of a savings account. By ‘depositing’ funds in the Super Savings Account, account holders get the dual benefit of both saving and growing their money at the same time.

Wealth Creation

Wealth creation means anything which could be owned and controlled, and have monitory value or have the potential to create the monitory value. Assets could be tangible like a car, house, furniture, machinery etc. or intangible like goodwill, copyrights, patents, trademarks, etc.

Life Insurance

The Super Savings Account is a new-age mutual fund which brings with it the advantages of a savings account. By ‘depositing’ funds in the Super Savings Account, account holders get the dual benefit of both saving and growing their money at the same time.





Health Insurance

Health insurance covers cost of an insured individual's medical and surgical expenses. Subject to the terms of insurance coverage, either the insured pays costs out-of-pocket and is subsequently reimbursed or the insurance company reimburses costs directly.





Property Investment Options

Buying real estate is about more than just finding a place to call home. Investing in real estate has become increasingly popular over the last fifty years and has become a common investment vehicle.







Corporate FD

The deposit placed by investors with companies for a fixed term carrying a prescribed rate of interest is called Company Fixed Deposit. Financial institutions and Non-Banking Finance Companies (NBFCs) also accept such deposits.



Portfolio Management

Portfolio management includes a range of professional services to manage an individual's and company's securities, such as stocks and bonds, and other assets, such as real estate. The management is executed in accordance with a specific investment goal and investment profile and takes into consideration the level of risk, diversification, period of investment and maturity that the investor seeks.



Services Outline

Managing Life and Health Risk, Investments in Financial Investments like Mutual Fund and Investment in Non-Financial Asset class like Property Investments

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