Mutual Fund & SIP Planning
Mutual funds are virtual companies that buy pools of stocks and/or bonds as recommended by an investment advisor and fund manager. The fund manager is hired by a board of directors
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Tax Planning
Tax planning is the analysis of one’s financial situation from a tax efficiency point of view so as to plan one’s finances in the most optimized manner.
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Complete Financial Planning
Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.
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Health & Critical Illness Insurance
Health insurance is an essential buy in the present times of ever-soaring medical expenses. A fair number of millennial are aware of the benefits of health insurance.
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Life & Accidental Death Insurance
Investing in life insurance can result in being one of the best and most important financial decisions that you can make.
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Equity PMS
Generally, equity is the value of an asset less the amount of all liabilities on that asset. As an accounting equation, one can represent it as Assets – Liabilities = Equity.
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KYC Update & Verification
KYC is one-time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary.
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Consolidated Account Statements
Consolidated Account Statement (CAS) is a single/combined account statement which shows the details of financial transactions made by an investor during a month across all Mutual Funds and also other securities held in dematerialized (Demat) mode.
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