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CUSTOMIZED

INVESTMENTS

CUSTOMIZED INVESTMENT SOLUTIONS CATERING TO YOUR SPECIFIC NEEDS

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STRATEGIC

TAX INVESTING

Investing with the objective of minimizing the Tax Liability and maximizing the Returns

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INSURANCE & PENSION

No complacency.

Protect yourself and your family against unfavorable & unforeseen contingencies 

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SHORT TERM INVESTING

Investing in highly liquid instruments and make most of time value of money

TAXATION       INVESTMENTS

TAXATION
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STRATEGIC TAX SAVING INVESTING

Helping you strategize your investments that offer efficient tax savings alongside offering valuable returns.

 

Core pillars of our investing techniques involve:

  • Customized investment integration as per your risk and return appetite

  • Maximum tax savings beyond the basics

  • Minimum lock-in period

  • High liquidity

  • Minimum entry and exit load

LIFE-BASED    INVESTMENTS

INURANCE
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LIFE INSURANCE

Life Insurance investment instruments are specifically designed to protect your family and other people who might depend on you for financial support, in case of adverse contingencies.

 

Life is full of surprises. A wholesome Life Insurance investment aptly covers the risk of uncertainties so that you can lead a relaxed life. 

 

In addition to various ancillary benefits, a life insurance investment primarily pays a death benefit to the beneficiary of the life insurance policy upon the incidence of any mishappening so that the dependents can lead a smooth and progressive life ahead.

 

The cornerstone of our advisory involves:

  • Understanding your precise needs

  • Evaluation of your coverage required

  • Minimizing the risk of any uncovered situation 

  • Analysis of the insurance period

  • Swift processing of insurance claims 

  • Curating the right type of policy

  • Taxation benefits

  • Dedicated doorstep and Virtual services team with online renewal facility

  • Time and Cost saving through automated investment and withdrawal procedure

Blood Test
HEALTH INSURANCE

Medical emergencies not only wipe out your entire life savings, but also cause the stress of arranging for additional resources, if required. Not having adequate health insurance not just leads to a financial drain but also affects the entire family emotionally.

However, if you are covered under a health insurance policy; no matter how unexpected the medical emergency is, financially you would not have to worry about the hefty medical bills. At the same time, you can concentrate on the recovery.

 

The cornerstone of our advisory involves:

  • Enhanced coverage extending to life-threatening and critical diseases
  • Cash-less solutions

  • Larger hospitals partnerships

  • Swift processing of insurance claims 

  • Pre and Post hospitalization coverage

  • Minimizing the risk of any uncovered disease/ situation

  • Taxation benefits

  • Need-based evaluation

  • Time and Cost saving through automated investment and withdrawal procedure

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PENSION

Hedge the risk of outliving your funds through investing in pension instruments. 

In a country like India, where the government does not provide any social security, it becomes eminent to plan ahead for any contingencies.

 

Our collaborative approach involves:

  • Exhaustive support for as long as 30 years post retirement

  • Age-based pension plan evaluation

  • Maximize Tax savings

  • Blending investment in Equity as well as Fixed rate instruments

  • Flexible pension plans to cover the early retirement

SHORT-TERM INVESTMENTS

SHORT-TERM
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HIGHLY LIQUID INVESTING

Idle money loses its strength due to inflationary factors. Instead, invest your short-term idle money in highly liquid savings instruments.

Harness the power of time value of money.

 

Our primary parameters for short-term investing:

  • Highly liquid instruments

  • Minimum entry/ exit loads

  • Time and Cost saving through automated investment and withdrawal procedure

click here to know more about our analyses process

VISIT US

 

MUMBAI: Lodha NCP, Wadala

KANPUR: Westcott Building, The Mall

CALL US

 

HP: +91 - 77384 9999 1

WRITE TO US

CONTACT@SEEDUMBRELLA.COM

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© 2019 by Seed Umbrella LLP

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