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Comprehensive financial planning

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement.

The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

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

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Wealth management services

A comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Those looking to maximize returns on their assets would be assisted in executing transactions, and receive periodic updates on portfolio performance.

  • An existing portfolio snapshot first depicts your portfolio allocation at asset level
  • Then, ideal portfolio recommendations are made for recommendations within each asset class
  • A detailed action plan is made to restructure existing holdings to get the ideal portfolio over time
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Retirement planning services for HNI’s.

Retired individuals or those close to retirement can take advantage of our expert retirement planning services. No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension to help you get there. a wide variety of investment products help you make sure your savings are working hard to meet your goals for retirement when the time is right.

  • First we make a thorough analysis of your financial profile then, a need-based analysis assuming life expectancy, inflation, medical contingency to derive a retirement corpus.
  • Recommendations are then made to fulfill the gap in the required corpus size and actual corpus size
  • Finally the right asset allocation strategy is suggested for regular income and capital appreciation in the longer run
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Investment Planning:

The placing of funds into the proper investment vehicles based on the investor's future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return. Ideally, proper investment planning will allow the investor's funds to produce financial rewards over time.

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Mutual Fund investments are subject to market risks, Please read all scheme-related documents carefully. Past performance is not indicative of future returns.

* Offer Documents: Collective term for Offer Document, Scheme Information Document, Statement of Additional Information, Key Information Memorandum, issued by the Asset Management Company that manages the mutual fund.

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