Retirement Planning

All of us have to bear the necessary living expenses even after retirement. As life moves on, the absence of a monthly income could become daunting.

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Income Tax Planning

Tax regulations and requirements are complex and constantly evolving. Individual income and expenses, business transactions, and investments all create tax consequences.

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Life Insurance

Life insurance or life assurance, is a contractual agreement between a policy holder and an insurer/ assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person (often the policy holder).

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Health Insurance

The medical costs have dramatically risen lately. So, in case of a medical emergency, consumers end up spending their savings, which takes a toll on their future plans.

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All General Insurance

General insurance or non-life insurance policies, including homeowner’s policies and SME insurance, provide payments depending on the loss from a particular financial event.

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Portfolio Management Services

Portfolio management service (PMS) is a customised solution for high net-worth individuals (HNIs), it offers greater flexibility with an investor’s money and higher returns too.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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