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Suvidha Financial Consultants

Pune, Maharashtra

| GST  27ABAFS8128C1ZB

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Wealth Management

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Estate Planning

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Tax Planning

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Equity

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Financial Planning

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Retirement Planning

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Suvidha Financial is a fee-based Professional Financial Planning and investment advisory services firm in India, guiding its clients to achieve their financial goals. We offer advisory and executionery platform for the entire range of financial services ranging from Insurance, Mutual Funds and all other small saving instruments. The Financial Planning services are tailored to meet client's needs as determined through the process of Financial Planning.+ Read More

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27ABAFS8128C1ZB

Wealth Management
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Wealth Management

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Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals.. Its not just about timing your investments, its also about how much time you give them.
Don't let short term hiccups and the ups and downs of business cycles come between you and your wealth creation. Wealth Management is an ongoing process and our commitment to your wealth creation. A few steps with us can take you there.

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Estate Planning
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Estate Planning

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We are all concerned with building wealth for ourselves and our family. We cannot control when we die, but we can ensure that the lives of those who remain after we are gone are as simple and smooth as possible. Estate planning involves tasks for managing assets in the event of debilitation or death, including allocation of assets to heirs and the settlement of estate taxes. It is meant to protect the financial security of dependents and family members. It is commonly believed that estate planning is meant for the wealthy. However, even people with modest wealth should also be concerned with the appropriate and effective distribution of wealth at death.
Will: A will is a legal declaration of an individual’s wishes concerning the disposition of assets on death. On death, a person who has made a will is said to have died testate, and a person who has not made a will is said to have died intestate. In case of an intestate death, the legal heirs inherit the property of the deceased in accordance with the law of inheritance applicable to the deceased.

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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.
Our advice
  • By careful planning, one can reduce tax liability substantially.
  • Declaring at the start of the FY is most important
  • Don't wait for last minute. Start in April and use monthly investments to reduce risk. It will be easier on your pocket as well.
  • Try and achieve tax planning and also planning for your needs simultaneously ¤ Use tax efficient investment avenues. You should not be paying too much tax on their returns

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Equity
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Equity

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Equity = Ownership in a company
Equity is the capital amount which is raised or contributed by the members of the company. The net worth of a company. This represents the ownership interest of the shareholders (common and preferred) of a company. For this reason, shares are often known as equities.
A share is simply a divided-up unit of the value of a company. If a company is worth Rs. 100 Cr., and there are 50 Cr shares in issue, then each share is worth Rs. 2
The market in which shares are issued and traded, either through exchanges or over-the-counter markets. Also known as the stock market, it is one of the most vital areas of a market economy because it gives companies access to capital and investors a slice of ownership in a company with the potential to realize gains based on its future performance.
The Indian Equity Market is also the other name for Indian share market or Indian stock market. The forces of the market depend on monsoons, global fundings flowing into equities in the market and the performance of various companies. The Indian market of equities is transacted on the basis of two major stock indices, National Stock Exchange of India Ltd. (NSE) and The Bombay Stock Exchange (BSE), the trading being carried on in a dematerialized form. The physical stocks are in liquid form and cannot be sold by the investors in any market. Two types of funds are there in the Indian Equity Market, Venture Capital Funds and Private Equity Funds.

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Company Fixed Deposits
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Company Fixed Deposits

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FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk.
Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

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Financial Planning
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Financial Planning

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Financial planning is one of the things that not many people think about. However, financial planning is important to do because it can make your life easier..
While you cannot predict the future, you can certainly be better prepared for it.
A written financial plan is designed to make sure that you are financially prepared to deal with whatever happens in your life. And this is not just dealing with the unexpected events, but basic things like buying a car or taking a home loan, funding your children's education or marriage, or taking care of your loved ones.
Regular financial planning can help give you peace of mind.

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Portfolio Management Services
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We offer investment management and advisory services to individuals who not only understand the long-term potential of equities as an asset class, but also understand the associated risks. We also have an access to a number of Third Party PMS by various Fund Houses and NBFCs with research desk that actively researches and tracks their performance.
  • The service provides professional management of equity portfolios and Mutual Funds with the objective of delivering consistent long-term performance while controlling risk.
  • We recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.
  • A research team is responsible for establishing our investment strategy and providing us real time information to support it.
  • Client Servicing and customization is the key. We take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the portfolio and performance.
  • There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all information relating to your investment.

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Retirement Planning
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Retirement Planning

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Retirement is the period of your life when you are no longer working and you need to fund your day today expenses from your savings. Retirement planning is a part of overall financial planning process and it enables a person to enjoy the desired post retirement lifestyle. When you stop earning, you would certainly want to maintain nearly the same standard of living. Post retirement, a person does not have his monthly paycheck and will have to depend on the annuity he receives from his investment corpus. Planning for the sunset years acquires added importance because people over-estimate what they have and under-estimate how much they need post retirement.
With retirement not far around the corner, your needs will be rapidly changing. And you will be asking the big questions – what does retirement mean to me, and will I have enough? How can I be better off? As our lives change, our financial needs and priorities change too. We can help you be better off at every stage of life – no matter where you start. That's why this information is designed specifically for your stage in life. Even if you're years away from retiring, you're wise to be thinking about retirement planning. Years from now you'll be a lot happier saying, "I'm glad I did" instead of "I wish I had". A retirement plan is an assurance that you will continue to earn a satisfying income and enjoy a comfortable lifestyle, even when you are no longer working. We will help you understand how much you need to grow your wealth before you retire and how to plan for it.

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NRI Corner

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Insurance Planning
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Insurance Planning

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Insurance is a highly misunderstood product and it's often bought and sold for the wrong reasons. At the same time it's a very important part of your life and you must know certain ground rules for making the right decisions in the New Year. Many of us consider insurance just another investment for tax saving. Our day-to-day life is full of unpredictable risks for example loss of life, loss of income, critical illness, disability etc. Insurance planning means figuring out adequate cover against "insurable risks" and getting the maximum out of the premium you pay. Tax exemption is just another aspect of it. Having the right insurance cover gives you peace of mind as it provides financial support in case of contingencies.

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It is more famously known as SIP. It is bit by bit systematic investment. Under this plan your investments are staggered. That is you invest a fix sum either monthly or quarterly in a mutual fund. Say, for example, you commit to invest a pre-specified amount (Rs 500 onwards) every month or every quarter in a mutual fund. You fix a date on which every month or every quarter the amount gets invested. The first investment has to be by a cheque and then you can either give post dated cheques (PDCs) or opt for electronic clearing system (ECS).
In ECS you give permission for the amount to be directly deducted from your bank account on the fixed due date. The units are allocated as per the then prevailing NAV on that day of the month. You get more number of units if the NAV is low and vice versa if the NAV is high.

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Mutual Fund

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Mutual Funds are financial instruments. These funds are collective investments which gather money from different investors to invest in stocks, short-term money market financial instruments, bonds and other securities and distribute the proceeds as dividends. The Mutual Funds in India are handled by Fund Managers, also referred as the portfolio managers. The Securities Exchange Board of India regulates the Mutual Funds in India. The unit value of the Mutual Funds in India is known as net asset value per share (NAV). The NAV is calculated on the total amount of the Mutual Funds in India, by dividing it with the number of units issued and outstanding units on daily basis.

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Real Estate

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We at Suvidha Financial have always bought you the best of products and services to meet your financial goals. In our continuous endeavor to meet your requirements, we are now adding one more feather to our cap: Real Estate Services.
  • We have tied-up with Propertyinfowala to bring you the following services:
  • Commercial & Residential Properties;
  • Home Loans;
  • Exclusive tie ups for Better Pricing;
  • Pre-Booking Discount; &
  • Free of cost servicing.
We understand this better than most-the toil and sweat that goes into building/ buying a house and the subsequent pride and joy of owning one.

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Postal Saving Schemes

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Safe & sure way to get a regular monthly income
Specially suited for retired employees/Senior Citizens or any one with high sum for investment
Rate of interest 8.4%
Maturity Period - Five Years
No Bonus on Maturity w.e.f. 01.12.2011
Auto credit facility to SB Account.

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Government Bonds

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The 8% Government of India Savings (taxable) bonds, 2003 is a bond issued by the Reserve Bank of India (RBI) commencing April 21, 2003. The bonds are available for purchase by individuals. As the name indicates, the rate of interest offered on the bond is 8% per annum. Interest is taxable in the hands of the investor.
Since bonds are issued on behalf of the Government of India, it is the safest investment any investor can look for. However, interest on the bonds is taxable and it has a lock in of six years.

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