Financial planning

 

Your life goals are not only yours ...we can edify you to help achieve those goals.
Be it the first step towards child education or marriage, your retirement life or dream home as you always wanted we can build a comprehensive financial plan specially customised for you.

Our qualified planners will spend time with you & your family to understand your goals & aspirations, & will help you to define them. We will then develop & monitor it periodically so as to make your goals/ dreams turn into reality by hand holding at every step you take towards investing for your goals.

Three Pillars of Investment
 
Safety   Liquidity   Returns
 
Few things that an investors should be cautious of
  • Short Term View On Investments
  • Over-exposure To High Volatile Investment Product
  • Portfolio Concentration
Few things that an investor Values
  • Achivement Of Financial Goals
  • Capital Protection
  • Optimum Returns
  • Power Of Compounding



  • MF News
  • IPO News

Concerned about your SIP returns? Here’s what you need to know Don#39;t worry if your SIP in equity mutual funds over the past 8-12 months is showing negative returns. This could be the best thing that ever happened to your portfolio
Thu, 26 Jul 2018 08:02:27 +0530


Jitendra P.S.Solanki Which of these categories are an option they should explore further and which one of them is good to give a miss?
Wed, 25 Jul 2018 08:04:34 +0530


Joydeep Sen When the instrument matures after a month or two, or when the fund gets fresh subscriptions, that quantum is invested at the then prevailing yield levels.
Wed, 11 Jul 2018 07:49:40 +0530


How MF ratings are changing after SEBI#39;s fund reclassification With the reclassification of mutual funds, there will be a change not only in basis of arriving at performance ratings by rating agencies, but also in the method of analysis to be adopted by the investors while reviewing the performance of the schemes for making investment decisions.
Tue, 10 Jul 2018 11:05:21 +0530