Services
Secure Future: Insurance Sales
In life, we have to deal with many risks - at personal level and at work (Business / Profession).
Depending on the nature / type of the risk there are different ways of avoiding, mitigating, transferring and accepting the risks and losses arising out of that risky event.
Certainly, we can not keep all the risks without doing anything about them; neither we can use the same strategy / method for all of them.
Insurance is a Risk Transfer Strategy. The risk is transferred to someone else who can better handle / absorb it - the insurance companies. Of course it comes for a price...well very tiny one.
There are few Insurance covers, that are mandated by law. Like third party motor insurance cover or some industrial insurance covers.
There are lot more like Life Insurance, Health Insurance etc which are not mandated but very critically needed by everyone. Recognizing the dire need for the insurance requirements is the first step. Many people fail to recognize the risks they face and need for insurance against those risks. That's where we help. First recognizing the risks and then quantifying the potential value at risk. Then looking for appropriate Insurance cover and then getting it. That's what is Insurance Planning is all about in short. Insurance is a Plan-B (Alternate / Back-up Plan); means, if your normal plan (Plan-A) to achieve a goal doesn't go as plan because of some risk, then your alternate stand-by plan will take care of it. Though Insurance is a Plan-B, it is a first step to do before you start chalking out your Plan-A.
Talk to us to understand you Insurance needs. If you already have some, check whether they are appropriate and adequate.
Retirement Oriented Mutual Funds & Insurance Sales
Unlike most other financial goals, Retirement has two parts / phases - Accumulation and Distribution. Most of the cases, both the phases are of very long period. Retirement is mostly a longest and biggest of all the goals one may have, irrespective in which phase you are there currently.
In the accumulation phase you are looking for building a sizable corpus to take care of your expenses for rest of your life after retirement.
The distribution phases is also spread over decades and hence you need to ensure you wont run out of money. So, proper planning is very important in both the phases.
Unfortunately, people don't realize the need for retirement planning until they come very near to the retirement age. That's a serious problem because retirement corpus required being huge, it can't be accumulated in short period of time. And it is near impossible task to plan for comfortable latter phase (distribution) of retirement without proper planning of the first phase. A person starting earlier in investing for retirement will amass far bigger corpus by investing far lesser amount than a person starting late with bigger amounts of money. Always in investing, time (duration of investment) is more important than amount of investment.
Mutual Fund Distribution
Invest in mutual funds for achieving your life goals.
We help you follow this simple sounding but meticulousness & expertise seeking task.
It doesn't get over there. Your investment portfolio needs to be monitored and re-balanced / re-organised periodically.
Sign Up with us to start your your journey of goal based investing.
Training & Coaching
Aspire to invest directly on your own like a pro?
(Or simply you may want to learn things deeper for academic interest or just to make you more informed and better guided investor)
That's great! we are here to train you and equip you will all the knowledge and skills you require.
Rather than taking punts being novice / amateur (which may cost you dearly), you better get to know what it takes to make good investment decisions.
Based on your requirement, current knowledge level, we give you personalized (made for you) training, coaching and mentoring. We will get you practical exposure. So, indulge in self paced personal one-to-one training & coaching first before you indulge in self-managing your hard earned money.