Author: asokeroy

Equity Mutual Fund

An equity fund is a kind of mutual fund that invests principally in stocks. Equity funds involve higher risks and are more suitable for long-term goals after retirement. Benefits Of Equity Mutual Fund These are some of the prime benefits of investing in Equity Mutual Fund – 1. Equity Mutual Funds have the potential to generate inflation-beating returns in the

Fixed Income

Fixed Income funds aim to generate “fixed” returns based on an interest rate by investing in various bonds and fixed-income securities and works in a very similar way as Fixed Deposit works. Our team can understand your financial situation, gather your requirements, and suggest you the right “fixed income” products based on your unique needs. Fixed Income provides investors a

Insurance

Life is unpredictable. Buying an insurance policy ensures financial security to face any kind of unforeseen problems in life. Insurance is a legal contract involving two parties, the insurance company (insurer) and the individual (insured). We work with various insurance products like Life Insurance, Health Insurance, Car Insurance, etc, and can help you to decide on the right insurance for

Estate Planning

Everyone has an estate, be it small or big. It may include a car, a home, financial investments, insurance policies, bank accounts etc. Death is inevitable and whimsical and no matter how small or big your estate is, you cannot take it with you when you die. This is why you need estate planning- to make a plan in advance

Income Tax Planning

Tax planning helps to reduce one’s tax liabilities and make the best effort to use tax exemptions and benefits each financial year. Tax planning is an essential part of financial planning. The most popular planning methods for saving tax are PPF accounts, National Saving Certificate, Fixed Deposits, and Mutual Funds. How Does Tax Planning Help? Minimizes litigation: Dispute between taxpayers

Loan Management Solutions

Different people have to take loans for their different needs at different times. Loans can be sorted into two categories essentially – Good Loans and Bad Debts. A Home Loan is an example of a Good Loan whereas Personal Loans, Credit Card Loans, etc are considered Bad Debts. We provide free guidance and assistance to our clients on Loan Management

General Insurance Planning​

General Insurance covers insurance of assets including financial assets. General insurance planning protects your savings during contingencies. Why Is General Insurance Needed? In few cases, general insurance policies are compulsory by law. For instance, motor insurance plans are compulsory under the Motor Vehicles Act of 1988. In many foreign countries, a valid health insurance policy is mandatory while traveling. So

Life Insurance Planning

Insurance is one of the most important parts of financial planning as it can protect you and your loved ones from the costs that can arise from several uncertainties in life. Life insurance is a legal contract between an insurer and policyholder. The life insurance company promises to pay a certain amount to the beneficiaries of the policyholder at the

Goal Based Planning

Goal-Based Financial Planning helps you to achieve your set goals through proper financial planning and investment. A goal-based financial plan can ensure financial security and help you to achieve your desired goals at every stage of your life. Buying a house, children’s higher education and marriage, and retirement planning are some of the goals that every investor has. Steps Involved

Mutual Fund Solutions

In simpler terms, a mutual fund is an investment scheme that pulls a group of people to invest in stocks, bonds or securities sharing a common investment objective.It is usually run by an asset management company (AMC). The income generated from this investment scheme is then proportionately distributed amongst the investors levying certain expenses and calculating a “Net Asset Value.”

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