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Profile:

  • TRUSTWORTHINESS
  • ETHICS IN SALES & SERVICE

OUR STRENGTH

Our Company is an independent, customer driven financial planning & wealth advisory consultancy with Legal Support in day to day life. Guidance and assistance for Financial requirement ( bank loan) and, also Tax Planning i.e. a to z services with strong focus on independent & unbiased objective based advise.

Career History of Founder Member

Thirty-six years of experience in Banking . Headed different Branches , particularly in Financial Management , Bank Loan & as an Auditor of the Bank.


Our Mission

PROCESS “YOU & I CONSULTING”

Consulting to our customers through integrity, innovation and commitment to quality and customer satisfaction Build the best Services , Cause no unnecessary harm, use business to inspire and implement solutions to the financial goal. Guiding your everyday activities. The content of the mission is always flexible to adapt to your changing goals and interests

Our Vision

TO REACH WHAT CLIENTS ARE SAYING

Put together a plan for the most effective financial strategy to get the desired results. The Vision is able to fly and possesses complete control over his density, enabling him to render himself intangible or extraordinarily massive and diamond-hard at will. We had visions of fame and fortune.

Portfolio Management

TO REACH WHAT CLIENTS ARE SAYING

Looking forward towards investing but lacking knowledge to find the best options? By seeing the complexities of financial market it becomes herculean to decide, which investment options are best for strengthening portfolio and which is not. Start building a retirement corpus at the age of 30 years.

Stepwise suggested Financial Portfolio:
  • 40% of the available fund may be invested in Bank Fixed Deposit , PPF, Sr.Citizen Scheme . (Return - interest taxable as per income slab);
  • 10% - 20% in Equity , Large , Midcap, Small & Midcap Mutual Fund; ( Tax free after 1year)
  • 10% in Income and Hybrid Debt Fund ( Mutual Fund ) ; ( Return Non-taxable after 1 year)
  • 10-20% in Equity oriented Balanced Fund- Dividend , Magnum Tax Gain Fund (Div.)( three year lock) . Returns are Tax Free.
  • 20% -30% in Insurance Sector for a Short Term say, for 5 years e.g. Income Protection Funds; Investment Plans ; Retirement Plans- eligible under 80C ( Return Tax Free)&
  • Invest in Sys. Investment Plan (S.I.P.) of Mutual Funds for future reinvestment in other portfolios.

N.B : Dividend ( M. F. ) return may be Reinvested in Insurance Sector towards yearly instalment ( return of which is Tax- free)



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