Investment Areas	Fixed Income & Equities
Requirement Frequency	Yearly
Amount Of Investment	Depend on Need
Service Mode	Online
Service Location	All India

Investing is the process of meeting the Investment goals through the proper management of finances of an individual. Investment goals can include buying a house, saving for child’s higher education or planning for retirement. Investment planning is control over expenses, saving money and investing for future needs. It is the process of doing things in a disciplined way to achieve the financial goals within a fixed time frame.


Investment Planning provides direction and meaning to your financial decisions. It allows to understand how each financial decision we made affects other areas of our finances. For example, buying a particular investment product might help you pay off the mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, you can consider its short and long-term effects on our life goals. We can also adapt more easily to life changes and feel more secure that our goals are on track.

Business Finance Area	Corpoarte Finance
Service Mode	Online
Actuarial Services	Actuarial Review
Service Location	Pan India
Financial Advice	Credit Risk
Duration	One Session

With the increase in the number of  loan providers and their bold claims, it is possible to get swept away with the most attractive loan offer without reading the terms and conditions carefully. Hence, it is essential to do thorough research before selecting any loan. Ensure that you compare features such as interest rates, loan tenure, processing fees, etc. and pick the loan provider that matches your financial needs.


We advice in  before planning to take any loan. A loan should only be taken after a thorough assessment of your requirements and already existing loan/repayment commitments. It is important to understand that while a loan will help you pay for your short-term goals, it will be an additional payment for the next few months/years that you will have to do without fail. Hence, it is imperative to ensure that you will be able to make the monthly payments within your monthly income.