Your goals, your plans.
Personalized plans tailored to your unique financial situation and objectives; ensure you stay on track to achieve the goals efficiently. We help you with solutions for optimal results.
The financial goals of an individual or a family are similar to any other individual and family, but they are not the same and thus require individual attention.
Income & savings
Your income is the most vital part of your finance on which all else depends and thus needs to be protected well. You save and invest a part of your income for your future goals and thus need to protect them as well.
Retirement & distribution
Retirement is typically 25 years of your life without any active income. You therefore need to plan accordingly. Also important is assuring that your hard-earned assets are distributed as per your wishes after you.
Child’s future needs
Higher education goals of your children are a responsibility that cannot be deferred and need proper planning in advance if you do not want your child to start their income journey paying off education loans instead of investing.
Dreams and lifestyle
Not only your responsibilities and liabilities, but you also need to plan for your dreams and lifestyle goals well to achieve them. Also important in the Indian context is to plan for the marriage expenses of your children.
With our expertise in insurance and investment products, we’re committed to guiding you through the process and ensuring that you make informed decisions that support your lifestyle goals. Let’s discuss plans that suits your needs and aspirations.
+91 89566 42933
Phone
+91 253 3554240
Office Hours
Daily: 09:30 to 17:30
Are you making these financial mistakes?
At 20s: No proper savings, Flashy investments
At 30s: Delaying investments due to liabilities
At 40s: Using retirement savings for other purposes
At 50s: Using risky products to create funds fast
How to select a health insurance policy?
ELSS mutual funds
Golden Rules for Investors
Start Early
BE Regular
THINK Long-term
| Start at 25 | Start at 35 | Start at 40 |
|---|---|---|
| Monthly SIP 10,000 | Monthly SIP 10,000 | Monthly SIP 10,000 |
| Invest till 60 | Invest till 60 | Invest till 60 |
| Corpus at 60: 5.51 Crores | Corpus at 60: 1.70 Crores | Corpus at 60: 91.98 Lakhs |
Note: Above calculation is based on 12% assumed rate of return. Disclaimer: We’ve made efforts to ensure accuracy of the calculations given above, but we do not guarantee it. Mutual fund returns are not guaranteed. Read all scheme-related documents carefully. Above calculation is based on 12% assumed rate of return and is not intended to be, nor should it be construed as, investment advice or a recommendation to buy or sell any financial products or securities. Investors should carefully consider their investment objectives, risk tolerance, and financial conditions before making any investment decisions.
Invest and track online.
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