AMFI registered Mutual Fund Distributor
AMFI registered Mutual Fund Distributor
Goal Based Investment Options
One of the most important decisions you will ever make will be to finalize your long-term financial goals and determine how you will achieve them. Based on your goals and their time line, we can suggest various investment options to help you achieve your objectives.
Investment Avenues
While investing your savings, choosing the right avenue means choosing between success and failure. A variety of financial products are available to invest in, but an investment that's right for your friend may not be suitable for your needs. Let us understand your needs and offer you appropriate investment options.
Insurance Assessment
In our experience, most people have at least two or three insurance policies, if not more. While having multiple policies ensures peace of mind, it often does not provide adequate risk cover. Having too much or too little cover impacts your savings and risk cover. Our professional insurance assessment will help you find the right insurance amount for your circumstances.
Portfolio Reports
Investing with us is the first step in a long journey. We send periodic reports to our clients, that provide them deep insights into their investments. Our reports will keep you informed and help you make timely decisions on any necessary course corrections. We also provide our clients their own login, where they can review the status of their investments anytime, from anywhere.
Pension & Retirement
Question isn't at what age you want to retire It's at what income? Inflation diminishes the value of your hard-earned money over time. Often, this is realized only when faced with a shortage of funds after retirement, when it’s too late to correct. We offer retirement products that factor in the erosion due to inflation and help to ensure your financial independence long after you have retired.
Will Preparation
Your family thrives and flourishes because of your financial support. Wouldn't you want them to have the same level of comfort in your absence? Our Will Preparation service helps you take a 360 degree view of your situation and guides you through practical aspects of Estate planning.