a life without money worries.
optimal investments for your goals.
Investment is the road to achieve all your financial goals. But it requires proper investment plan with risk diversification. A way to do that is to invest in varied products.
Through Mutual Funds invest in Equity & Debt funds managed by experts. Invest lump sum or regularly with SIP. Get tax benefits under Sec. 80C with ELSS mutual funds. Fixed Deposits provides fixed and predictable returns, high safety & low risk, independent of market volatility. Corporate deposits offer Higher Rates than regular Bank FDs. With NPS Plan for retirement with additional tax benefit. NPS is Govt-backed & provides market-linked investment option for investors with a moderate risk appetite. Sovereign Bonds are government-issued securities which offer a safe and convenient way to invest with a long-term investment horizon.
Diversify smartly. Invest and track online.
Invest and track your finances online for convenience, real-time updates, and efficient management of your investment portfolio and progress.
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 and thus need to protect them as well so that your goals are achieved with ease.
Retirement & distribution
Retirement is typically 25 years of your life without any active income. You therefore need to plan accordingly and secure your future today. 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 require proper planning well 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.
Your goals, your custom plans. Your growth.
Personalized plans are tailored to your unique financial situation and objectives, ensuring you stay on track to achieve your money goals efficiently. They provide targeted strategies and solutions for optimal results.
How to select a health insurance policy?
ELSS mutual funds
Are you prepared?
Retire with the comfort of a regular income for life.
Retirement means no longer working for money. With retirement at 60 and life expectancy of 85, you’ll need to support 25 years without active income. Loans can fund many goals, but not retirement. You must plan for it yourself. Make retirement your top priority and plan accordingly. Create regular cashflows and benefits for generations with our income solutions ensuring peace of mind, stability, and a dependable financial future so you can enjoy your later years without financial stress or worries.
Secure your retirement. Start today.
| Start at 25 | Start at 40 |
|---|---|
| Save 7000 monthly | Save 25000 monthly |
| Total investment 29.4 Lakhs | Total investment 60.0 Lakhs |
| Create 6.25 Crores | Create 2.93 Crores |
Note: 14% assumed rate of return. Monthly investment of 25000 started at 25 would create a corpus of 22.35 Crores at 60. 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 14% 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.
Let’s discuss a lifetime income plan.
With our expertise in insurance and retirement planning, we’re committed to guiding you through the process and ensuring that you make informed decisions that support your lifestyle goals. Let’s discuss a lifetime income plan that suits your needs and aspirations.
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