Lifestyle Investment Planning
You have a certain standard of living and to maintain that or to get better in the near future one needs to do a proper financial goal planning. It can play a crucial role in helping you achieve your future financial goals. Your outlook towards growth or income from investments , or a blend of both, appetite towards risk play an important role in recommending the most suitable investments. We offer a variety of products from the available asset class ranging from direct investments in stocks, mutual funds, debentures, bonds, fixed deposits, real estate etc to choose from. Our aim is to build your portfolio which is fully diversified and also is in sync with your financial goal plan.
Retirement Planning
Personal savings and investments play an important role here. To assess the money needed for your future goals and retirement is the basis on which your potential retirement-income depends upon. There is not one but a lot of options available from pension, guaranteed annuities, fixed deposits, mutual funds, portfolio-based withdrawal and more. The key to choosing a strategy requires carefully selecting a combination of products that are in sync with your objective and risk appetite.
Insurance and Protection Planning
The most important tool that ensures you and your family have a secure future in case of any uncertainty. It transfers the financial risk of life’s events to an insurance company. An insurance strategy can include medical insurance, liability insurance, life insurance and asset insurance. Nobody knows what will happen in the future. An illness or unanticipated change in employment status could impact your earnings and the financial commitments you have. The key is to have the right level of insurance & protection cover and to wisely choose from the vast variety of available products that suits your need.
Real Estate Planning
An owned property (commercial or residential) is something that every Indian looks forward to and as a matter of fact, Indians have inherited it from their forefathers. Despite the emergence of new asset classes, real estate investment among Indians has gone up generation after generation. Land still remains a favourite mode of investment among Indian home buyers. Land supply is limited and that is what makes this asset so lucrative. Land as an asset is immovable and any slump in real estate, it is assumed, is a temporary phenomenon and this is also a reason why there is only so much hit property markets would take even when the economy is slow. We have tied up with all leading developers and lenders to give you end to end solutions from identifying the property to delivering the same and provide funding in case it is required.