CUSTOMIZED
INVESTMENTS
CUSTOMIZED INVESTMENT SOLUTIONS CATERING TO YOUR SPECIFIC NEEDS
TAXATION INVESTMENTS
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:
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Customized investment integration as per your risk and return appetite
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Maximum tax savings beyond the basics
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Minimum lock-in period
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High liquidity
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Minimum entry and exit load
LIFE-BASED INVESTMENTS
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:
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Understanding your precise needs
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Evaluation of your coverage required
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Minimizing the risk of any uncovered situation
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Analysis of the insurance period
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Swift processing of insurance claims
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Curating the right type of policy
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Taxation benefits
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Dedicated doorstep and Virtual services team with online renewal facility
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Time and Cost saving through automated investment and withdrawal procedure
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
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Cash-less solutions
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Larger hospitals partnerships
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Swift processing of insurance claims
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Pre and Post hospitalization coverage
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Minimizing the risk of any uncovered disease/ situation
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Taxation benefits
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Need-based evaluation
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Time and Cost saving through automated investment and withdrawal procedure
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:
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Exhaustive support for as long as 30 years post retirement
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Age-based pension plan evaluation
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Maximize Tax savings
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Blending investment in Equity as well as Fixed rate instruments
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Flexible pension plans to cover the early retirement
SHORT-TERM INVESTMENTS
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:
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Highly liquid instruments
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Minimum entry/ exit loads
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Time and Cost saving through automated investment and withdrawal procedure
