is the status
of having enough income sufficient to pay your living expenses?
This essentially means that for the rest of your life without having to be employed or dependent on others. You should have enough to cover your expenses so that you can spend precious time doing what you like rather than doing things to earn money!
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is an
investment strategy that aims to balance risk and reward by allocating to different assets
Asset allocation refers to allocating your money across multiple asset classes, such as equity, fixed income, gold etc. The purpose of asset allocation is to reduce the risk associated with your investment.
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For us means
delivering proactive and immediate support to customers anytime they want
Simply put, Customer Care is helping customers solve problems, teaching them how to use our products, services and answering their questions at a time comfortable to them.
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Our Services and Products
We work as one stop shop for providing you all Services and Support that come under Personal Finance Domain
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Investing and savings gets a direction when these are mapped with your short term, medium term and long term Financial Goals!
Model Asset Allocation
Aligning your Investments with your Risk Profile and Investment Tenure is the ideal way to achieve Investment Success. Explore our Model Portfolios and Choose the one that Suits you.
Conservative Investor
Moderately Conservative
Moderate Investor
Moderately Aggressive Investor
Aggressive Investor
Mutual Fund Trailing Return
How Mutual Funds can work in
Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
र @3% Return
Fixed Deposit
र @6% Return
Gold
र @9% Return
Sensex
र @11% Return
Mutual Fund
र @15% Return
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)
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+91 - 87992 12156
+91 - 82007 70942
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F-5, Municipality Shopping Centre, Shubhash Road, Gamdi Vad, Anand - 388001
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