Wealth Management

Mr. Sanjay Malhotra has a family business and had accumulated a decent amount of wealth, he was looking for a financial advisor who could help him develop a financial strategy for his existing scattered assets, wealth, savings, Investments and Retirement.He also wanted his advisor to evaluate his current financial status and prepare a plan. This client [...]

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Wealth Management

Mr. Sanjay Malhotra has a family business and had accumulated a decent amount of wealth, he was looking for a financial advisor who could help him develop a financial strategy for his existing scattered [...]

START-UP

Mr. Z. is a 35-year-old, single; IT specialist started his ownventure and wanted to buy a house. Simultaneously hewanted to build a corpus for his retirement.When he came to us he was a bit worried [...]

Planning for Retirement

Mrs.Surekha, our existing client told us she would dearly love to retire at sixty.After gathering all her investment details and expectations. We put togethera plan. she emphasized again that her main [...]

Goal Planning

Madhav and Shreya are Thirty Eight and Thirty-Five years old respectively. They are happy and the working couple who have raised two smart and loving children Rahul and Riya This family enjoys a decent [...]

Here is a wise and prudent method to select the right mutual fund house and their schemes

There are 5 P's of mutual fund selection process.1) PEOPLE a) How stable is the fund management teamb)What is the total experience of the team.c) Does the fund manager inspire confidence.2) PHILOSOPHY [...]

How NRI’s can benefit from us

The following information is provided for general information only.Make the most of the attractive investment opportunities in India. But before you do that, know all you need to know about investing. Here [...]

How to use different financial products

There are various investment products available in India for a person to invest in. But none of us are experts to pick the right product which suits our requirement. This matrix will make an attempt to help [...]

Ten reasons why you need a financial planner

Let us begin with understanding what a financial plan is and what it can do for you. A financial plan enables you to construct a roadmap to achieve all the financial goals and unforeseen needs that may arise [...]

Why investments are necessary

We all have dreams and we are always striving to make these dreams turn into reality. All through our life we have to pass through various events like childs education, childs marriage, purchase of house, [...]

11 Myths of Investment

Myth 1People who earn more are richMyth 2Some asset classes do not have cyclesMyth 3I should follow experts on TV to create wealthMyth 4Markets react to current eventsMyth [...]