Investing Solutions
Quick Links:
Mutual Fund
- The Fund manager pools savings from investors and invests their money in different securities that generate income and then gives it back to the investors
- Types: open ended fund, closed ended fund, equity/ growth fund , debt / fixed income fund , balanced fund , index fund , sectoral fund
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Why Mutual Funds?
Liquidity, Tax Benefits, Portfolio Diversification, Flexibility, Expert Management, Suits Your Financial Goals, Minimal Transaction Cost, Automated Payment, Safe and Transparent, Systematic or one time investment. - Invest NOW, "sometime later becomes never".
Wealth Management
- Investment financial advisory that combines other financial services to look after needs of affluent clients.
- Using a consultative process, the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services.
- Never depend on a single income, make investments to create a second source.
Portfolio Management Services
- Doing investment portfolio in stocks, fixed income, debt, cash, structured products and individual securities to meet investment objectives.
- The pessimist sees difficulty in every opportunity, “The optimist sees opportunity in every difficulty".
Retirement Solutions
- This planning that helps an individual to accumulate funds to remain financially independent during your retirement years.
- Don’t simply retire from something, “Have something to retire to"
Pension Funds
- Pension plan is similar to retirement plan in this plan you may invest some portion of your income into designated plan. Ex. ICICI FREEDOM SIP, TATA Retirement Savings Fund, HDFC Retirement Savings Fund etc.
- This provide retirement income matching your investments.
- The universe is like a pension plan it will match your investment
