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Services

Services
We are offering the entire gamut of financial solutions encompassing every sphere of life, from cash-flow planning , investment planning, Child Education planning, Housing planning, Holidays planning, Tax Planning, Insurance Planning, Retirement Planning and also customized planning.
We are using high quality investment options to construct the financial planning through a vide spectrum, From investment in mutual funds, to life insurance, to general insurance, to investment in bonds, fixed deposits, debentures, post office schemes which suit best to your needs. 
Advising the clients for investment in Mutual Funds is one of our core activities.

Successful Investment

Successful Investment
  • Begin Now: Decide to start saving. You are never too old or too young to start.
  • Pay yourself some money every month: Decide to save a particular percentage of your earnings every single month and avoid going below this amount. Investing regularly matters more than the timing of your purchases.
  • Don’t forget tax avenues: Don’t evade taxes. Learn how to manage them. Start by checking with a consultant for various tax avenues when you start building your investment portfolio. Don't evade taxes. Learn how to manage them. Start by checking with a consultant for various tax avenues when you start building your investment portfolio.
  • Don’t forget tax avenues: Don’t evade taxes. Learn how to manage them. Start by checking with a consultant for various tax avenues when you start building your investment portfolio. Don't evade taxes. Learn how to manage them. Start by checking with a consultant for various tax avenues when you start building your investment portfolio.
  • Never underestimate your insurance options: Use insurance as a buffer so that your dependents have something to fall back on. Or you may opt for a plan that ensures you get a return over time.
  • Never underestimate your insurance options: Use insurance as a buffer so that your dependents have something to fall back on. Or you may opt for a plan that ensures you get a return over time.
  • Figure out your investment objectives: Make your investment decisions based on 4 prime considerations;
   
  •  Level of return expected  
  •  Risk tolerance  
  •  Time Horizon (holding period of investment)  
  •  Liquidity (How convenient would it be to convert the instrument into cash if required)
   
  • Diversification is the name of the game: There is no one kind of investment that is best. There is safety in numbers. Diversify by companies, by industries and by type of investment.
  • Don’t be tempted by high Returns: Remember, higher the return, higher the risk.
  • Don’t be tempted by high Returns: Remember, higher the return, higher the risk.
  • Stay in touch: Review your portfolio constantly. You may suddenly get into debt, the number of dependents may increase or decrease, you may land a windfall, or your risk appetite and circumstances governing it may change.
+ Read More

Mistakes by Investors

Mistakes by Investors
Common Mistakes by Investors
   Failing to stay invested for a longer period
   Being affected by the news in the market when you’re supposed to be investing for the long term
   Selling put during bad markets
   Being impatient and losing confidence too soon
Do you know?
   Rs. 10,000 invested in Oct 1995 in Reliance Mutual fund was worth Rs. 2,75,500 on 30th April 2013
   If you had invested Rs.1,000 per month from Dec 1993 till April 2007, in Franklin Templeton Mutual Fund your investment would have been worth Rs. 15,77,661 as on 30th April 2013.( Total investment is Rs. 1,61,000 : Rs.1000 x 161 months )

Stay young

Stay young
Throw out non-essential numbers. This includes age, weight and height. Let the doctor worry about them. That is why you pay for him / her.
Keep only cheerful friend. The grouches pull you down.
Keep learning. Learn more about the computer, craft, gardening, whatever. Never let the brain idle, “ An idle mind is the devil’s workshop.” And the devil’s name is Alzheimer’s.
Enjoy the simple things.
Laugh often, long and loud. Laugh until you gasp for breath.
The tears happen. Endure, grieve, and move on. The only person who is with you us our entire life, is ourselves. Be ALIVE while you are alive.
Surround yourself with what you love; whether it’s family; pets; keepsakes, music, plants, hobbies, whatever. Your home is your refuge
Cherish your health. If it is good, preserve it. If it is unstable, improve it. If it is beyond what you can improve, get help.
Don’t take guilt trips. Take a trip to the mall, to the next county, to a foreign country, but NOT to where the guilt is.
AND ALWAYS REMEMBER
Life is not measured by the number of breaths we take, but by the moments that take our breath away.+ Read More
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