Investment Planning

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what is Investment Planning?

A process of aligning financial objectives and goals with the available financial resources to gain fruitful returns. Investment planning is crucial to maintaining an adequate standard of living, ensuring family financial security, and managing income efficiently.

Why Investment Planning?

It empowers one with the feeling of self-reliance and financial security to make independent market moves without any fear of fluctuations.

Highly Liquid

Wealth Creation

Financial Protection

Tax Benefits

Why us?

Draw a customized investment plan that would help you achieve your life goals confidently.

Strong researched backed investment products that are beyond Mutual Funds.

Strong researched backed investment products that are beyond Mutual Funds.

We educate, empower and enable clients to achieve their goals, leaving them in a much better situation from where we acquired them. We have a strong client-centricity that thrives on ethical advice & being responsive. We believe that consistently delivering to clients' expectations will help us to build excellence in our service. We have acronymed these values as E-SPIRE.

What do you get in the customized investment plan?

Here's what you'll get:

  • Risk-based asset allocation.
  • A wide range of investment options across different asset classes.
  • Integration of good existing investments.
  • As a result, we create your customized portfolio based on both the above factors.
  • Monitored by a dedicated relationship manager, the portfolio delivers the defined return.

Fincart's Investment Planning Process

We have a wide range of SEBI / IRDA / RBI-approved products such as Mutual Funds, Insurance, PMS, AIFs, etc. We spend time understanding your needs, your risk profile and your finances. The recommendations are based on client suitability. We have back-tested each category of products. Based on the client's need analysis and investment time horizon, the product will likely not destroy capital.

faq's

At Fincart it starts with you. We spend time to understand your needs, your risk profile and your finances. The recommendations are based on client suitability.

We have a wide range of SEBI / IRDA / RBI approved products such as Mutual Funds, Insurance, PMS, AIFs, etc.

As an investment strategy, asset allocation allows investors or portfolio managers to balance risk versus reward by adjusting the percentage of capital invested in an asset of the portfolio based on the investor's risk tolerance, the investment time frame, and the investor's goals.

We have an integrated platform where you can track all your multiple investments such as Mutual Funds, PMS, Insurance, AIFs etc., in one dashboard or mobile application, effortlessly.

We recommend that you save a minimum of 25% of your monthly income to fund a better life and achieve your financial aspirations confidently.

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