STRONG OPINIONS ON FINANCIAL PLANNING IN INDIA
Consultation in Finance - A thought in Indian Families
Let us wake up from a deep sleep of unawareness. Others are earning a lot profit and we are being so negligent about a few things existing around us. Here, the main concern is about mutual funds in general.
What we wish to do is to try to SAVE our MONEY but without any guidance. We are always in fear of spending extra on any kind of consultation. This fear we think is not directed right as now we are providing free consultation. That too with experts in the field.
Consultation in Finance - A need in Indian Families
Indian families may have a family doctor but having a family finance consultant is quite difficult. This is not due to a lack of consultors in the country but the reason is we do not feel such a need. I suppose this may be the reason why a simple family is not able to save money for future endeavors.
KNOW US!
We are Advisors/Distributors/Agents. We are authorized, licensed, and credentialed. We have a great experience in the field and it is in our family business for years. We are ones for you away from your workload, to hear your grievances, and help you to visualize your dreams. Then plan and help you to see them come to reality. We are your advisors who would easily understand the needs of the individual/family. We will mentor the family without much delay, to evidence gradual progress in your financial report.
Other Services by our team.
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SERVICES:
- Application (App) Development
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Planning Future
Sometimes all our plans fail, especially when it comes to savings and our dreams. So, what do you do? May feel upset but feel helpless. Isn't this true? You do not see such time is our wish! So, we help you to plan to meet long-term financial goals along with other factors in mind.
Frequently Asked Questions
Who are we?
We are Advisors/Distributors/Agents. We are authorized, licensed, and credentialed.
Services we offer...
Any kind of MF schemes regarding various AUMs.
SIP plans
NFO Purchases
Goal Planning
Child Education Plan
Retirement Plans
Life Insurance
Are our plans free from risk?
We always make sure that our customers know the facts involved in their investments. We always ensure safe and risk-free investments, BUT as the market is dynamic so, clients may evidence ups and downs.
There are many schemes and each has its specialty. The schemes are subject to high risk, moderate ris,k and low risk or no risk. Most of the schemes which have risk factors prove to be more beneficial but there are also some without risk. That is your take which you would like to choose, our work is to show you the crystal clear path with real promises.
Nothing in the world comes completely free of risk but here we assure you of providing the proper information regarding all the terms and conditions. Still, our long-term plans have never made us fail in our motive they come out with flying stars for us and our customers.
Advantage of using our services over direct investments
By using our services you and your family will be updated quarterly or yearly about the plans you are enrolled. The commissions for us remain negligent as compared to the profits you gain. You don't need to pay any fee for any new consults. We are just a message, mail, or call away from giving you a very personalized service. There may not be any customized service available when you go for a direct investment. Also, you won't be able to keep track of new schemes as we do. You will save your time by unfolding our services. There is further a human relational touch that helps you uplift yourself in times of need. Pure guidance with full support.