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Nature of Business
Service ProviderMutual Fund Distribution
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Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.
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Life Insurance Planning
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Two major risks of Life - Living too long and living too short needs to be taken care of. We have wide range of Insurance Options to take care of both the events. Whats more! Life Insurance planning can help you achieve your financial goals and save on your taxes too. Remember - There is no substitute to Life Insurance. We will help you in structuring your insurance planning based on your needs and requirements.
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Health Insurance Planning
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Medical expenses are rising day by day and are only expected to go further up! Health insurance serves as hedge against medical expenses. We have good health insurance policies to cater to your needs.
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General Insurance Planning
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We at Advisory Services deals in all the General Insurance Products across various General Insurance Cos. as per our customer’s need and convenience.
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Equity/Share Advisory Services
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Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.
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Carbon Credit Advisory Service
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It provides guidance in the exciting world of stock market with suitable trading solutions and value-added tools and services to enhance your trading experience.
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Retirement Planning
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The most important need of the day is retirement planning. Costs increase but pension does not increase. Rs 11 per litre petrol 23 years back cost Rs 70 per litre today. At the same rate it will cost Rs 445 per litre 23 years down the line.
Inflation is eating in your savings and investments. One can imagine the situation when cost of living increase at the high rate of inflation and there is no incremental income post retirement.
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Tax Planning
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It is very important that your savings and investments not only earn decent returns but are tax efficient too. Government has made some provisions for tax planning which helps in reducing the taxes. Tax planning ensures optimization of available tax laws. There are many ways to reduce taxes by investing in tax efficient investments products. Insurance, ELSS, NSC, PPF etc. It is important to know which of these options suit you.
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Financial Planning
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Inventment Advisory
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Diversification across time horizon helps in Rupee cost averaging. Use of SIP, STP, and SWP can help in maintaining discipline as well as reducing the impact of volatility in asset classes.
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