We offer our clients an extensive range of investment options. These are:
Wealth Management
Our wealth planning brings for the customers a range of advantages like:
- Equity: We assist our customers with equity ideas and execution. Our equity specialist carries thorough research of the best available stock in the market and assists in making well-informed decisions about your investments.
- Debt: We offer a wide range of solutions in the segment of fixed income as well. We propose a debt investment alternative of different tenures and risk-reward profiles fitting your portfolio. You can take your pick from bonds, mutual funds, and fixed deposits etc. that guarantee safe returns. Moreover, our debt portfolio management services allow customers to take part in a range of high-yielding debt securities that are primed towards regular periodic income and capital appreciation.
- Alternate Assets: Our services also include a range of Alternative Investment Funds like start-up funds, venture capital funds.
Financial Planning Services
- Assessment: We asses your financial situation by compiling expenditures & income statements. We arrive at a balance sheet listing the values of assets (e.g., car, house, stocks, bank FD’s, PF’s), along with liabilities (e.g., credit card debt, bank loan, home loan).
Goal setting: Based on your inputs we list down all your major goals , including a mix of short- and long-term goals. For example, a long-term goal would be to “retire at age 50 with a personal net worth of Rs.7 Cr, Save for child’s marriage & Education ,” while a short-term goal would be to “save up for a new laptop in the next month.”
Plan creation: We create a financial plan detailing how to accomplish these goals. It could include, for example, reducing/replacing unnecessary expenses, increasing the employment income, or investing in the stock market, mutual funds, Bonds,VPF etc.
Execution: Execution of a financial plan often requires discipline and perseverance. We assist you in executing your plan.
Monitoring and reassessment: As time passes, your financial plan is monitored for adjustments or reassessments.
- Unbiased and Neutral Suggestions: We are proud of the fact that our recommendations are unbiased; we have no interest in any particular company or organization.
- Personalized Solutions:We give our clients one-on-one attention and help them set up customized investment plan that takes into account a variety of objectives and risks. We devise an exhaustive solution after careful evaluation of various pros and cons. Our aim is to provide you with different investment options that can keep your capital protected as well as bring returns for the future.
- Exhaustive Research That Keeps You Ahead:Our detailed and comprehensive research has always found an enthusiastic response from the clients. Our delivery and support modules are updated over time. Our clients get access to online portfolio information with real-time updates as well as value-added advice on portfolio churning.
Retirement Planning Services
With jobs being highly stressful, 996 type of work, travel times to work getting longer, in ability to adapt to changing technology, deteriorating health, competing with younger generation, it is no surprise that people want to leave their jobs for a slow-paced life. They also believe that they are earning well to do so. But is that enough to retire?
While majority of the people want to leave a full-time job much before their retirement age, they are not prepared for it, simply because they don’t have an actual plan in place for it.
First step is to check Retirement Readiness take all possible scenarios into account and see if you have enough money. Do you have at least 30% more, apart from amounts required for monthly expenses and other goals that you have commitments towards? If so, you can still lead the same lifestyle and do not need to worry about the monthly salary credit to your account. Remember, your investments are generating returns and you may not get the returns as monthly credits, but they are there for you. Focus on passive income and think of this as your monthly credit.
If you are interested to know your current status for early retirement and get a detailed investment plan , do get in touch with us.