If your money is in a Savings account or Fixed Deposit, you may actually be losing money
e.g. With current inflation rates of about 8%, a savings acc with 4% / FD around 6.3% reduces the value of your money.
Are your investments in the right growth assets to meet your future needs ?
e.g. Downpayment for a house | Children's future education and marriage | Your dream vacation | Retirement Income etc.
Have you put all your eggs in one basket like Real Estate or only Equity ?
e.g. Your investment portfolio should have a healthy mix of Equity, Debt, Gold and Real Estate assets for optimal growth.
Understanding your requirements?
Review of your financial portfolio - mutual funds, stocks, insurance policies, etc.
Step-by-step Actionable Plan
Answers on what you need to do and where
and how your money should be invested.
End to end Implementation
We do all the paperwork and
formalities to get you started right away.
Monitoring and Reporting
Regular updates on your portfolio's performance and changes if required.
Anytime Advisory all year round
You can call us if you have any needs or questions about your personal finances.