financial planning
The
investment universe is huge with many options -- shares, mutual funds,
insurance, Post Office schemes, PPF, KVP, real estate, gold, etc.
-- each with a specific return-profile, risk-profile and
liquidity-profile. Thus, it is important for an advisor to first
understand your detailed financial profile; before he can know what
options suit you the most.
Needless to state that there is no single
and simple formula applicable to all.
Therefore,
as a starting point, we need to study your
* Personal Profile
* Investment Objectives
* Time Horizon
* Risk Appetite
* Tax Liability
* Insurance Needs
Refer to the Questionnaire for details.
Accordingly, we would be able to suggest suitable investment options. We specialize in investing through mutual funds and other financial products. We don't advise on direct equity investing.
We are a fee-based advisory company. We are not associated with/nor agents of any mutual fund, insurance company or any other financial organisation. We do not earn any commission from any company. Further, our website or blog do not carry any advertisements - not even Google Ads.
