Solutions

Our Solutions

Monthly Income Solution

This solution is well suited for those individuals looking for regular monthly income, starting from the very next month of investment. This unique solution offers passive income for retirees, working professionals, homemakers and any others looking for monthly income.

Tax Saving Solution

As per income tax laws of India, every tax payer can avail certain deductions on the total annual income which would bring down his/her taxable income & thereby reduce tax outgo. Section 80C is one such provision to avail a tax deduction of ₹1,50,000 on the total income,

Retirement Solution

Every one of us go through 3 phases in life. They are education, employment and retirement. In education phase, your parents take care of your expenses. In employment phase, your active income takes care of your family’s expenses. In retirement phase, as you will have no active income, only passive income known as pension should take care of your family’s expenses.

Variable Deposit

We are all familiar with investing in Fixed Deposits. In Fixed Deposits, capital is protected, investment return is fixed and maturity period is also fixed. You will exactly know the maturity amount that comes to you on maturity date in future.This solution is akin to Fixed Deposit but the difference is, investment return remains variable and maturity period remains flexible.

Become Crorepati

Every individual aspires to become Crorepati sooner in life rather than later. With India’s demographics dominating younger population, earning potential of millennials has substantially increased. Becoming Crorepati can be a reality for all aspirants, with a commitment towards disciplined saving and investing from early years of professional career.

Goals-Based Investment Solution

Investments are not just about the quantity but also the quality. Are you sure that your earnings and investments are sufficient and suitable to meet your financial goals? When you are young and earning, not being dependent on parents is your financial goal. During your middle-age, family commitments become your financial goals.

Wealth Growth Solution

Wealth Growth solution is one of our wealth management solutions using mutual funds only and suitable for HNIs (High Networth Individuals). This solution is for you, if you are already rich enough to fulfill all your financial goals comfortably. Any portfolio created above and beyond fulfilling your goals becomes your wealth portfolio.

Wealth Care Solution

Wealth Care solution is one of our wealth management solutions using mutual funds only and suitable for VHNIs (Very High Networth Individuals). This solution is for you, if you have already created enough wealth and now more focused on preserving it rather than growing it aggressively. You are a conservative risk taker now as compared to aggressive risk…

Comprehensive Financial Plan

Comprehensive Financial Plan can be very detailed and complex to such an extent that it can turn off you to understand and follow it. That’s why we want to keep it easy to understand, simple to implement and feasible for regular reviews. We call it Practical Financial Plan. As depicted above, we develop a sequence of various sub-plans referred below as part of Financial Plan.

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