A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.As you probably know, mutual funds have become extremely popular over the last 20 years. What was once just another obscure financial instrument is now a part of our daily lives. In fact, to many people, investing means buying mutual funds. After all, it's common knowledge that investing in mutual funds is (or at least should be) better than simply letting your cash waste away in a savings account.
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Retirement solution is a much sought and discussed subject in our time. It is said that retirement planning is never too late though ideal if you start it at very young age. Retirement is the ultimate reality that happens to a working professional and it should be the most enjoyable phase of an individual. Effective retirement planning gives individual a benefit to retain their financial independence even after their work life. Thus, retirement planning is as important as your education and marriage. We must understand that future largely depends on the choices that we make today. An individual will be able to maintain high standards of living with the help of effective retirement planning.
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» How NRI strategy would work. Investor opens an NRE account with the funds repatriated into India.
» Investor defines his investment goals.
» We design a mutual fund portfolio based on invest objectives
» Investor can give mandate letter making Mr. x mandate holder to implement strategy without the loss of time and investor intervention or Investor can make one of his known person's mandate holder who can execute documents and sign cheques on his behalf.
HNI means High Network Individuals. HNI`s are a different class or rather such a upper class, whose all life goals are meet. They can run their life comfortably even without any insurance or financial planning’s. They have done enough effort in their life time and earn so much that even if they put their money in savings accounts or FD , they will not have any problem as far as there financials are concerned. But we cannot seat ideal just because we have enough money either earned by us or by our parents. We still want to get a decent return and make our quality of life better or even we can help the society, relatives and friends with our fortune.
HNIs need to be taken care of as per the taste and choice of individual and we do that exactly. However we don’t forget to give our suggestion, where we feel they are going to take a wrong decision but ultimately they have the last word.
We work with our clients to develop and implement a portfolio based on their investment objectives, targeted rate of return and risk profile. We also monitor the portfolio through which, we are able to make timely decisions to correct under-performance and capture new opportunities to improve performance. This also helps in fine-tuning a portfolio to suit your current financial situation and a change in risk preference.
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Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax. This is done by legitimately taking advantage of all tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals.
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