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As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
An individual whose annual income is more than the basic exemption limit of Rs 2.5 lakh should file an ITR. The basic exemption limit for senior citizens (60 years onwards and less than 80 years) is Rs 3 lakh, and for super senior citizens is Rs 5 lakh.
Income tax act requires compulsory audit in certain cases and that is possible only when books have been maintained as per the law. * Companies are regulated by the Companies Act and as per the Act every company is required to file annual return with registrar of companies. It is mandatory even if there are losses or no income in a financial year. * Helps individuals and businesses keep a track of their expenses, monitor their revenues and take informed financial decisions.
Mutual funds are one of the most popular investment options these days. A mutual fund is an investment vehicle formed when an asset management company (AMC) or fund house pools investments from several individuals and institutional investors with common investment objectives. A fund manager, who is a finance professional, manages the pooled investment. The fund manager purchases securities such as stocks and bonds that are in line with the investment mandate. Mutual funds are an excellent investment option for individual investors to get exposure to an expert-managed portfolio. Also, you can diversify your portfolio by investing in mutual funds as the asset allocation would cover several instruments. Investors would be allocated with fund units based on the amount they invest. Each investor would hence experience profits or losses that are directly proportional to the amount they invest. The main intention of the fund manager is to provide optimum returns to investors by investing in securities that are in sync with the fund’s objectives. The performance of mutual funds is dependent on the underlying assets.
You should not select a mutual fund for SIP only by considering the past performance of the fund and fund manager. To choose a suitable mutual fund, you also need to check if the fund’s investment objective is in line with your goals.
Life insurance is an important part of planning your estate and protecting your legacy.