Home

Goal Planning- Why Invest?

Each individual has needs and desires. A goal can be kids education, buying a new house, retirement, marriage of kids, etc; the list is endless. One needs to categorise and prioritise goals so that they become realisable.

Goal setting is broadly divided into the following steps:

1. List your needs or desires

2. Assign them priorities

3. Classify and set goals with timelines

4. Have a plan in place for goals to become reality.

We help you in laying down a financial plan so that your dreams become reality by investing your money.

Financial Planning and Portfolio Review- How to Invest?

Financial Planning is about making informed and sensible decisions for a secure financial future.

Our comprehensive planning model takes into consideration: 1. Your unique circumstances 2. Values 3. Aspirations 4. Time-frames 5. Risk tolerance A course of actions is thus mapped to achieve your financial goals.

	This is a six step planning process: 1. Establishing Relationship 2. Defining Goals 3. Analysis and Evaluation 4. Plan Presentation 5. Plan Implementation 6. Monitoring and Update
Portfolio Review A review of the financial plan or portfolio happens every quarter. We will update on your portfolio and discuss current markets conditions, tax implications, etc. In addition to this you will also receive our newsletter on periodic basis. For those who will sign up for online facility portfolio can be reviewed at any time.

Investing- Where to Invest?

Mutual Funds
A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments and other securities. We are distribution partners of major mutual fund. We have tied up with leading online platform for online investments of mutual funds. To avail of more details please contact at info@investmymoney.in

Corporate Deposit

The deposit placed by investors with companies for a fixed term carrying a prescribed rate of interest is called Company Fixed Deposit. Such deposits also accepted by financial institutions and Non-Banking Finance Companies (NBFCs) and are governed by Companies Act. These deposits are unsecured, i.e., if the company defaults, the investor cannot sell the documents to recover his capital, thus making them a risky investment option. Normally the interest rate given on such deposits is usually higher than the bank FD rate making it attractive option for investors.

Taxation-Tax advisory services

We provide tax advisory services right from tax planning to income tax return filing.

Insurance

Insurance-Protecting from uncertainties

We advise and coordinate the best possible insurance cover to meet your needs be it Life Insurance, Health Insurance, General Insurance, Term Insurance.

DISCLAIMER

The data, information, articles, monographs and other material (the "material") from or through the site are provided "as-is," "as available," and all warranties, express or implied, are disclaimed (including but not limited to the disclaimer of any implied warranties of merchantability and fitness for a particular purpose). The material may contain bugs, viruses, errors or other problems or limitations. Investmymoney and its affiliates have no liability whatsoever for a user's use of any material in particular, but not as a limitation thereof, investmymoney and its affiliates are not liable for any indirect, special, incidental, or consequential damages (including damages for loss of business, loss of profits, litigation, or the like), whether based on breach of contract, breach of warranty, tort (including negligence), product liability or otherwise, even if advised of the possibility of such damages. The negation of damages set forth above is a fundamental element of the basis of the bargain between investmymoney and user. This site and the material would not be provided without such limitations. You acknowledge that any warranty that is provided in connection with any of the products or services described herein is provided solely by the owner, advertiser, manufacturer or supplier of that product and/or service, and not by us. We do not warrant that your access to the site and/or related services will be uninterrupted or error-free, that defects will be corrected, or that this site or the server that makes it available is free of viruses or other harmful components.

Access to and use of this site and the information is at your risk and we do not undertake any accountability for any irregularities, viruses or damage to any computer that results from accessing,availing or downloading of any information from this site. We do not warrant or make any representations regarding the use or the results of the use of any product and/or service purchased in terms of its compatibility, correctness, accuracy, reliability or otherwise. You assume total responsibility and risk for your use of this site and site-related services. A possibility exists that the site could include inaccuracies or errors. Additionally, a possibility exist that unauthorized additions, deletions or alterations could be made by third parties to the site. Although we attempt to ensure the integrity, correctness and authenticity of the site, it makes no guarantees whatsoever as to its completeness, correctness or accuracy. In the event that such an inaccuracy arises, please inform us so that it can be corrected.

In such cases due efforts are been made to comply with regulatory requirements in various jurisdictions which shall be notified from time to time. This service does not constitute an offer to sale or a solicitation to any person in any jurisdiction where it is unlawful to make such an offer or solicitation. No information, market analysis, research report etc. on the web site is to be construed as a representation with respect to shares, securities or other investments regarding the legality of an investment there in under the respective applicable investment or similar laws or regulations of any person or entity accessing the web site.

You understand and agree that no joint venture, partnership, employment or agency relationship exists between you and us as a result of this agreement or on account of use of our web site. Price and availability of products and services offered on the site are subject to change without prior notice. To the extent we provide information on the availability of products or services you should not rely on such information. We will not be liable for any lack of availability of products and services you may order through the site.