"We are a Financial resource to give you the confidence to make informed decision."
Financial Planning
Financial planning offers a coordinated and comprehensive approach to helping you achieve your personal and reasonable financial goals. Building, managing and preserving wealth is not an easy task. Maybe you have recently retired and are concerned about outliving your nest egg. Perhaps you are a baby boomer trying to plan for a secure retirement. Maybe you are part of the "sandwich generation", caring for your own children at home while also caring for the needs of aging parents. Maybe you are recently widowed or divorced with all of the complications that these life challenges bring. Maybe you have accumulated substantial wealth and want to protect your assets from lawsuits, spendthrift relatives, divorce or other potential threats not only to yourself but also to your heirs.
Thus, selecting appropriate investments is simply one ingredient in the recipe for an effective financial plan!
Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of the whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

Basic Services provided to clients under our investment advisory services are as follows:

  • Recommendations of entry & exit based on detailed research and analysis of the market, economy and individual funds, schemes.
  • Periodic review and restructuring of portfolio in response to client needs and market dynamics.
  • Recommendations on insurance policies best suited to client requirements and needs.
  • Monitoring of Unit Linked Insurance Policies with monthly updates and recommendations of top-ups and fund switches.
  • Operational assistance and execution in terms of insurance policies - premium reminders, pick-up of cheques.
  • A Relationship Manager, who will be the contact point for all queries, transactions and any kind of assistance.

Our Pre Investment Support will help you in following ways:

  • PAN Cards - Pan card is mandatory for investing in Mutual Funds. We assist you in applying for the Permanent Account Number or even modifying details in your existing PAN.
  • KYC Compliance: All assistance in complying with Know Your Customer norms which is mandatory for investing in Mutual Funds.
  • Mutual Fund Investment Advice - Across 28 fund houses, backed by sound research; thereby giving you quality advice ensuring better returns.
  • Insurance Advisory - Across 7 of the top companies, covering more than 80% of the current market. The right type of policy chosen to meet your needs.

Post- Investment Support:

  • Operational Support -Filling application forms, ensuring execution, Change of Bank etc.
  • Email and Phone Support - For any query on your Investments.
  • Online Investment Monitoring – Anytime-Anywhere.
  • Filing Income Tax returns - The BIG year end worry, now handled by experts.
For more information, please do contact us.
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Core Team Retirement Planning Knowledge Center Dhanbad - 826001, Jharkhand (India)
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