WE PROVIDE ADVICE FOR FINANCIAL GOAL PLANNING
Short-Term Deposits (7 days to 3 years)
FD, S/B A/c oriented deposits with Low/ NIL Risk & satisfactory return with ANY TIME (24/ 7/ 365) withdrawal.
Long-Term Deposits (8 years onwards)
Equity oriented scheme-Risk-High with expected compounded return (CAGR) of 12% plus.
Systematic Investment Plan (SIP)
Systematic Investment Plan like RD, with as low as Rs.500 per month Monthly Income Solutions (MIS) through SWP or Dividend Payout Tax Saving Instrument u/s 80C (ELSS or Retirement Fund).
Advantages of Investing in Mutual Funds
- LIQUIDITY at Any Time**
- Highly Transparent
- Low Cost & No Lapse
- PAN India Service
- Investment in Different Asset Classes like Debt, Equity, Balanced Funds, Gold, Hybrid, etc.
- Safe Transaction through One-Time Bank Mandate (OTBM).
Advantages of Using Our Services
- Customized and Client’s need based combination with TATA AIA, MF Health, etc.
- Risk-Analysis before product selection
- Product Research
- GOAL Based Solutions
Easy Money-Saving Tips We Provide
- How to Get Insured Income
- Money Management for Marriage & Kanyadaan
- Savings Schemes for Children
- Savings for Child’s Higher Education
- Husband-Wife Jeevan Saathi Scheme
- Make Property & Assets with Life Insurance
- Business Insurance
- Fixed-Deposit Scheme through EMI
- Free Cancer Cover Scheme
- Pension Scheme
- Single Premium Income Scheme
- Money-back scheme that starts from third-day of policy initiation