Financial Planning Service

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Investment planning is an alien concept for the Indians. For a country, which till now was worried about making ends, meet this emerging trend is definitely a new experience. However, the truth is that if only they would have been introduced to the Art of Managing Money, life could have been so much easier. Most of us spend more than half of our lives working and saving because money is important, in fact crucial. However, most of us spend almost no time planning to make that hard-earned money work more effectively for us. So, how do you plan your financial life Financial planning is nothing but an assessment of your goals and the steps you must take to help make them a reality. What you first need to figure out
What is it that you want
Is your wish to retire with a sound lump sum amount or do you want a steady monthly income. Is your son's education or daughters' marriage worrying you The key is to figure out your goals.
Why should you invest
You should invest so that your money grows and shields you against rising inflation. If prices rise by 8 per cent annually, it would not be sufficient if your savings only give you a return of 6 per cent. It leaves you with a deficit of 2 per cent. The idea is that your rate of return on investments should be greater than the rate of inflation, leaving you with a nice surplus over a period or time.
Whether your money is invested in stocks, bonds, mutual funds or certificates of deposit, the result is to create wealth for retirement, marriage, college fees, vacations, better standard of living or to just pass on the money to the next generation. In addition, it's exciting to review your investment returns and to see how they are accumulating at a faster rate than your salary.
When to Invest
Much sooner, the better. By investing into the market right away, you allow your investments more time to grow, whereby the concept of compounding interest swells your income by accumulating your earnings and dividends. Considering the unpredictability of the markets, research and history indicates these three golden rules for all investors

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Optimise Financial Solution

Old Cotton Market Road, Amravati, Maharashtra
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Product Description

Investment planning is an alien concept for the Indians. For a country, which till now was worried about making ends, meet this emerging trend is definitely a new experience. However, the truth is that if only they would have been introduced to the Art of Managing Money, life could have been so much easier. Most of us spend more than half of our lives working and saving because money is important, in fact crucial. However, most of us spend almost no time planning to make that hard-earned money work more effectively for us. So, how do you plan your financial life? Financial planning is nothing but an assessment of your goals and the steps you must take to help make them a reality. What you first need to figure out

What is it that you want?

Is your wish to retire with a sound lump sum amount or do you want a steady monthly income. Is your son's education or daughters' marriage worrying you? The key is to figure out your goals.

Why should you invest?

You should invest so that your money grows and shields you against rising inflation. If prices rise by 8 per cent annually, it would not be sufficient if your savings only give you a return of 6 per cent. It leaves you with a deficit of 2 per cent. The idea is that your rate of return on investments should be greater than the rate of inflation, leaving you with a nice surplus over a period or time.

Whether your money is invested in stocks, bonds, mutual funds or certificates of deposit, the result is to create wealth for retirement, marriage, college fees, vacations, better standard of living or to just pass on the money to the next generation. In addition, it's exciting to review your investment returns and to see how they are accumulating at a faster rate than your salary.

When to Invest?

Much sooner, the better. By investing into the market right away, you allow your investments more time to grow, whereby the concept of compounding interest swells your income by accumulating your earnings and dividends. Considering the unpredictability of the markets, research and history indicates these three golden rules for all investors

*Invest early, Invest regularly, Invest for long term

There is always a first time for everything so also for investing. To invest you need capital free of any obligation. If you are not in the habit of saving sufficient amount every month, then you are not ready for investing. Our advice is – Avoid unnecessary or lavish expenses as they add up to your savings. A dinner at Copper Chimney can always be avoided, the pleasures of avoiding it will be far greater if the amount is saved and invested.

Pay off all your high interest debts first out of the savings that you make. Credit card debts (revolving credits) and loans from pawnbrokers typically carry interest rates of between 24-36% annually. It is foolish to pay off debt by trying to first make money for that cause out of gambling or investing in stocks with whatever little money, you hold. Infact it's prudent to clear a portion of the debt with whatever amounts you have.

So start your saving as soon as earlier in any of the saving instruments: We, Signature Financial Services, located in your locality and we providing services in investment management and other financial products:-

  • Wealth Management
  • Mutual funds / ELSS
  • Life Insurance / ULIP (Unit Linked Insurance Plan)
  • General Insurance
  • Fixed Deposits, IPO, Equity
  • Pension Plans, Children Career Plan
  • Home Loan, Business Loan, etc.

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Financial Planning Service

About the Company

Year of Establishment2014
Legal Status of FirmIndividual - Proprietor
Nature of BusinessService Provider
IndiaMART Member SinceJul 2014
Company Profile
We adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
We offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
We relies on extensive experience, in-depth domain understanding and knowledge of the regulatory environment, to offer customized solutions that enable clients to meet their strategic aspirations.
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Seller Contact Details

Rajesh B. Sharma

1st Floor, Shrimanglam, Bachraj Plot
Old Cotton Market Road
Amravati - 444601, Maharashtra, India

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