Rahul, 38 years, Rachana’s only sibling was fighting for life for 21 days! Satish spent sleepless nightsfor his brother-in-law. Rahul is an
investment advisor by profession. Being self-employed, he had noemployee benefit! He has two daughters of 4 and 2 years and a home maker wife.
Rachana’s elderlyparents live in a tier 2 city nearby. One of them is a heart patient and the other is suffering from chronic arthritis. Read More
Plans that will help you to achieve your life goals across multiple time frames.
Save today to live happily after retirement
Retirement is considered to be a compulsory goal for many of us. Today, the benefits of a secured and adequate pension are unavailable to everyone.
Hence, an individual needs to ensure that they build a sufficient corpus to help them take care of their living expenses once they retire and active
income stops. Retirement planning is also essential as post- retirement life is getting longer due to early retirement and longer life expectancy.
Also, as a society, we are moving from a joint family system to a nuclear family. These factors make it essential that the investor starts planning
for his retirement. Read More
Investing shouldn’t be directionless. An investment without an objective isn’t likely to get you the best results. Goal-based investment planning is
the process of investing and building your portfolio as per your life goals, like child education/Marriage, House Purchase, Vacation, etc. Goal-based
investment planning maximizes the chances of achieving your financial goals. Read More
Tax planning helps you optimise the amount of tax you pay, thereby helping you build wealth in the long term. Choosing appropriate investment
vehicles and framing the right strategy is crucial in achieving a tax-efficient financial plan.
What would happen to your assets, which you have toiled to build over your life for the security and financial safety of your dependants,
on your sudden demise? Have you thought about this? Will your assets pass over to your loved ones how you want them to? That is easier said than
done without proper Estate Planning. Estate planning involves key areas like Will and trust creation.
In case you didn’t know, you can open your account online within 24 hours. Offline account opening takes up to 4 working days. If you wish to open your account offline, fill and sign the forms using a black/blue ballpoint pen. Please fill in the email and mobile number of the applicant to avoid account opening delays.