Mutual Fund Recommendations | Investment Plan for Life | Comprehensive Financial Plan |
Review existing portfolio | Goal-based Investment Advice | Goal-based Investment Advice |
Risk Based recommendation of Mutual funds | Risk Profiling of members of the family | Risk Profiling of members of family |
SIP and Lump Sum Investments | Comprehensive Assessment of Financial Goals | Comprehensive Assessment of Financial Goals |
Retirement, Child Education, housing etc | Retirement Child Education, housing etc | |
Recommendations based on Cost-Benefit Analysis for switching of Mutual Funds. | Recommendation on Asset Allocation, customized based on your risk profile: Equity, Debt Gold Real Estate | Recommendation on Asset Allocation, customized based on your risk profile: Equity, Debt Gold Real Estate |
Review of existing Loans and recommend for Refinancing opportunities | Review of existing Loans and recommend for Refinancing opportunities | |
Goal Affordability Calculation | Goal Affordability Calculation | |
Tax Calculations and Implications of Liquidation of any Fund | Tax Calculations and Implications of Liquidation of any Asset (Equity, Mutual Fund, Property) | Tax Calculations and Implications of Liquidation of any Asset (Equity, Mutual Fund, Property) |
Customized Asset Allocation | Customized Asset Allocation | |
Detailed Investment Plan (including mutual funds) | Detailed Investment Plan (including mutual funds) | |
Investment in Direct plans of MF schemes | Investment in Direct plans of MF schemes | Investment in Direct plans of MF schemes |
Investment in Mutual Fund Direct Plans | ||
Review of Existing Life Insurance products (ULIPs/LIC etc) | ||
Review of existing Health and Disability Insurance | ||
Insurance Adequacy Assessment | ||
Life/Health/Disability Insurance Strategy & Recommendation | ||
Tax planning | ||
Consultation for 1 year | Consultation for 1 year | |
Mode of Delivery: E-mail | Mode of Delivery: E-mail | Mode of Delivery: E-mail |
Estimated Delivery Time: 10-15 days | Estimated Delivery Time: 3-4 weeks | Estimated Delivery Time: 3-4 weeks |
We recommend only Direct Mutual Funds and wherever possible Passive Mutual Funds. Depending upon the Investment amount, the savings with this approach generally pays back in 1.5 Years | Making appropriate Financial Plan, Re-orientation to Goal based Financial Planning and reinvesting capital form Non-Productive Assets to Productive Assets typically pays back in 1 Year | Making appropriate Financial Plan, Re-orientation to Goal based Financial Planning and reinvesting capital form Non-Productive Assets to Productive Assets, review of Insurance Policies and reinvesting them typically pays back in 9 Months |
