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Mutual Funds

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Mutual Fund Scheme

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Insurance Policy

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Tax Planning

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Sarathi Financial & Management Services is one of the leading distributors of quality mutual fund schemes in the country. Depending on client objectives, we provide our clients access to a variety of mutual fund schemes offered by various asset management houses. Sarathi Financial & Management Services risk assessers are experts in understanding one's risk profile - be it life, vehicle, medical, foreign travel etc. Therefore one should come to Sarathi Financial & Management Services  to understand and take cover under Life Insurance or General Insurance.+ Read More

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Individual - Proprietor

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09AAKPD2197H1ZK

Mutual Funds
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Mutual Funds

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A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). When you invest in a mutual fund, you are buying shares (or portions) of the mutual fund and become a shareholder of the fund. Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don't have to figure out which stocks or bonds to buy). If you would like to know the history of mutual funds, By pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own. But the biggest advantage to mutual funds is diversification.

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Mutual Fund Scheme
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Mutual Fund Scheme

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An open-end fund is one that is available for subscription all through the year. These do not have a fixed maturity. Investors can conveniently buy and sell units at Net Asset Value ("NAV") related prices. The key feature of open-end schemes is liquidity.

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Systematic Investment Plan (sip)
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Systematic Investment Plan (SIP) is a disciplined way of investing, where you invest fixed amounts at a regular frequency. You often decide to start saving and investing regularly, but get caught up in your day to day activities and forget investments. SIP, the time-tested investment approach helps bring in the much-needed discipline, and has shown good results the world-wide.

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Insurance Policy
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Insurance Policy

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Insurance enables those who suffer a loss or accident to be compensated for the effects of their misfortune. The payments come from a fund of money contributed by all the holders of individual insurance policies. In other words, individual risks are pooled and shared, with each policyholder making a contribution to the common fund.
The contribution is known as the premium. Premiums are paid to insurers - these are institutions which accumulate the money into the fund from which claims are paid. The loss is in fact paid for by the policyholder making the claim and by all the other policyholders who have not suffered in the same way.
Insurers are professional risk takers. They know the probability of different types of risk happening. They can calculate the premiums needed to create a fund large enough to cover likely loss payments. Clearly, only a proportion of policyholders will require compensation from the fund at any one time.
So two important factors arise when calculating the premium. Firstly, the general likelihood that a loss will occur. Secondly, whether the particular policyholder is above or below average in risk.
Take three examples. In motor insurance a young person with a high powered car, or a driver with a long history of accidents will pay a higher premium than a mature and experienced driver with a modest saloon who has been accident free.
Similarly, the owner of a fish and chip shop will pay a higher premium for his fire insurance than, say, the owner of an office. The risk is greater, so the premium is higher.

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Tax Planning
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Tax Planning

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There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less.  You will also know how to tax proof your incomes and gains.  After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

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General Insurance

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In India, the prevailing health care scenario has not been of a high order that prevails in developed nations. The kind of medical facilities that are provided by the governments falls grossly inadequate to meet the ever increasing needs felt by citizens. Hence, most often, people are dependant upon private medical facilities, which over the years, have become increasingly costly with the advancement in the field of medicine. This has thrown up the need for going for voluntary health insurance commonly named as Mediclaim Policy.

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Life Insurance

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Life insurance is a financial resource for your family and loved ones in case of your death.  It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations.

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NRI Services

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Foreign investment in India is subject to policy guidelines framed by the Government of India from time to time in accordance with its Industrial Policy. In terms of the Industrial Policy announced by the Government of India on 24th July 1991 followed by subsequent guidelines issued by them, foreign equity upto 50%/51%/74%, as the case may be, is permitted by Reserve Bank under the Automatic Route in specified industries/services sector.Applications which do not conform to the parameters of the Automatic Route, are required to be made to the Secretariat for Industrial Assistance (SIA), Ministry of Industry, Government of India, New Delhi. Foreign Institutional Investors are permitted to invest in all securities in primary and secondary markets in India as per guidelines issued by Ministry of Finance, Government of India, New Delhi. Investment in bank deposits, company deposits, etc. may be made by individuals of Indian nationality or origin resident outside India (NRIs) and overseas corporate bodies predominantly owned by such persons (OCBs). They are subject to different rules and investments both with repatriation and non-repatriation benefits are permitted under various schemes.Foreign investment in India is also subject to regulation through the various provisions of FERA 1973 (now FEMA, 1999). However, once foreign investment is approved by Government under its foreign investment and industrial policy, requisite approvals under FERA 1973 are granted by Reserve Bank in pursuance of the Government approval/guidelines.

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Sarathi Financial & Management Services139, Block-3 Near By Sector-18 Ganga Shoping Complex Sector-29 Gautam Buddha Nagar, Near Bhtanical Garden, Noida, Gautam Budh Nagar-201301, Uttar Pradesh, India

Biswajit (Proprietor)

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