Investment and Goal’s Planning
Investment Portfolio Advisory
As a Investment Advisor for the client’s , we need to create, periodically review and modify or Correct the Investment portfolios to better suit the purpose of achieving financial goals of various stages of the Life. We always strongly recommend Asset Allocation’s of various assets based on one’s tolerance to risk (low, medium, high), age group(21-35,36-45,46-65) and Investment stages during various stages of life. Our Financial planning process assesses all investments for maximum asset’s benefits and tax efficiencies during the various stages of life. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical and strategical asset allocation adjustments to capture market opportunities as they go around.
Understanding time value of money and their effects on our Investment’s, Investment products and solutions, Life and Investment Insurance offerings, regularly interest rates changing, market volatility, inflation risks, and Risk tolerance to investments is now an integral part of planning one’s financial life. The variables are too many for anyone to objectively plan his finances.
Our qualified research team focuses on reviewing existing investment products, and identifying the right products for clients through a rigorous qualitative and quantitative process.
We understand the importance of the big picture. And our portfolio snapshots provide a consolidated and comprehensive view, helping one connect them with his/her wealth requirements.
Savings/Investment Options
Investment is very important and the most important is to choose the investment plan very wisely. There are many schemes that are provided by government and private companies. Before investing in any schemes we need to have complete knowledge of these schemes in the way that will fulfil the future.
Following are some investment schemes that can meet your future needs:
Fixed Deposits
This is a safe option where in a fixed sum of money is invested for a particular period that helps one to get interest at a fixed rate of return.
Fixed Deposits
Public Provident Fund
PPF is a tax free long term non-taxable government investment scheme in India which is invested for a term of 15 years.
Public Provident Fund
National Savings Certificates
NSC is a popular government backed saving scheme which is done for 5 years from any post office. Minimum investment for this scheme is Rs. 500.
National Savings Certificates
Mutual Funds
Mutual fund is a good option to invest for benefits in equities and debt fund. Mutual fund is better than directly investing in stock trading.
Mutual Funds
Equity Linked Saving Schemes
It is a mutual fund with tax benefits. In this one can avail of tax deduction upto Rs. 150000/- under section 80C with a lock in period of 3 years.
Equity Linked Saving Schemes
Why Investment Planning
Save for Emergency
Investment Planning helps you to increase your bank money which can be used for an emergency period. You don’t have to borrow money from anyone to pay your medical bills.
Meet Financial Goals
You can set your financial target like plan a holiday, buy a luxury item or target for retirement money.
Increase your Wealth
To become rich saving money is not sufficient. You need to invest smartly to get benefits of compounding.
Tax Benefits
You need to find the right equity linked saving plans to invest in equity mutual funds so that you can get tax benefits on the investments.
Get In Touch
224 Vardhman city’s center, gulabi bagh, new Delhi
H.o.
1546 mg road, near sushant lok-1, gurgaon, haryana
branch address
588, sector 14, sonipat, haryana
Email: ifpa@ifpa.in