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Targeted Investment

Making holistic investment choice  is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose. There are life’s goals which are critical to achieve. That includes – retirement fund accumulation, child’s higher education and marriage etc. Choice of products also depend a lot on the linked goal.

The key to accumulate retirement fund in time  is to start at earliest. It is not necessary to start with a bang. You can start with small amounts and increase it as your salary/income increases. Also, if you start early and you have time with you, you can gain advantage of high returns and maximize your investments by investing in equities or equity mutual funds.

Child’s future goals  changes in form and size every now and then. Hence it should be tackled by taking help from experts as and when needed. Making assumption about future cost of education involves considering inflation rate of education  cost as realistic as possible. Higher studies within India or abroad costs differently based on stream of education and choice of institutes. Funding the cost of marriage  of your children also requires prudent steps to be taken at the earliest. As such critical goals come close, the asset allocation should also change accordingly. 

About us

We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly.

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  • Address : 421, 4th Floor, Bellisimo Hub, Opp Times Square, Gaurav Path Road, Pal, Surat - 395009
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  • Mobile : +91 9099038242

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