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NPS

NPS is one of the low cost investment product promoted by government of India for regular Pension post retirement. It also provides additional tax benefits over and above standard 80CC limit. You can invest in it just like a monthly SIP as well.

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Mutual Funds

Be it regular plans of mutual funds or direct plans, you need support of someone who understand how they work and what are the risks. Asset allocation needs to be done properly as per individual profile. What is good for someone else may not suit you. We can partner with you in picking right funds for you.

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Fixed Income Instruments

Just because mutual funds are popular today, does not mean we should focus just on one type of investment avenue. Corporate fixed deposits and fixed income bonds also need to be part of your portfolio. We can help you investing in the right plans at the right time.

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Together we can

We work with you to understand your risk profile, decide on asset allocation and create a mutual fund portfolio for you. Every person would have unique investment needs and would need a customized plan.

Fixed Income instruments also need to be part of your investment bracket. They provide steady returns and help stabilize your portfolio against market fluctuations. We can help you identify good quality instruments from time to time

Investment is not a one time thing. Its a long journey and needs lot of commitment. You need regular monitoring and reporting on your portfolio. We have technologically advanced partner systems to help you get all the insights regularly.

First Step…

You can take your first step by opening free online account or contact us if you need help in opening of account.

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