To help for Investment in Life Insurance (Selection of suitable policy according your income or for maximum benefit)
To help for Investment in Post office schemes (How to open a PPF A / C, How to invest in NSC, How to start a Monthly Income Scheme i.e MIS)
Investment services provide Investment Advisor Services for:
- Infrastructure Bonds
- Companies Deposits
- Mutual Funds
- Investment of Capital Gain money
To provide Assistance for purchase and sale of Shares, Securities, Units of UTI and other Mutual Funds, including investment in Private companies, Partnership Firms and Proprietoship organizations. Opening a Depository Account (DMAT) with any Depository Participant to invest and trade in Shares in script less format.
You need to inform us your requirement on Email at email@example.com and we shall ask you to provide us necessary information to:
Complete the formalities to open a DMAT Account with a Depository Participant. Provide assistance to purchase and sell Shares, Securities, Units of UTI and other Mutual Funds, including investment in Private Companies, Partnership Firms and Proprietorship organizations.
SIP & STP
Investing in any instrument or investing through any advisor we must ask ourselves
What Investment You have done till date ?
- Insurance/ Fixed Deposit/ Liquid Asset etc.
- Covering all names- where and in whose name you had invested
What you want to be in coming 20 / 30 years – your vision- i.e.
Incase of accident – whom should be contacted for recovery/ realization of
- - Your future requirements wrt.
- - Yourself/ your wife/
- - Your kids – education/ marriage/ establishment etc
- - Other dependents/ family members
- - Insurance
- - Mediclaim
- - Fixed Assets
- - Liqid Assets
And – what / how the fund should be deployed to meet the basic need in your absence in the same manner as you had maintained in your life time
What should be the Strategy of Investment to meet your requirement – along with tax planning i.e whether you can take any risk or not , if yes , quantum of risk you can absorb, your monthly / annual income or cash flow, how much fund is to be deployed in:-
- - Risk based
- - Non risk based
- - Mixed
- - Interest bearing
- - Non interest bearing
Now considering all aspects as discussed ****I must say that we must have to have life insurance coverage at least equal to the amount, which can provide your family a minimum level of status, which you are maintaining right now, but make sure it should be risk coverage only, don’t mix with tax planning and investment