FAQS

The Answers You Need

HOW LONG SHOULD I STAY INVESTED FOR?

Depending on individual needs you should keep invested in any investment instruments as per your life's goal e.g Child Education, Child Marriage, Wealth Creation, Retirement planning, It can be in products like Life Insurance, Mutual Funds, equities or Fixed deposits

WHAT ARE YOUR SERVICE FEES?

We don't charge anything from customers for providing personalized financial services. We don't even encourage any consultation fees.

WHAT ARE THE DIFFERENCES BETWEEN LIFE INSURANCE PRODUCTS AND MUTUAL FUNDS?

Life insurance products are used for saving tax and building long term savings with protection. Mutual funds are for liquidity and short term savings.

WHAT SHOULD BE THE ALLOCATION OF MY SAVINGS IN VARIOUS INVESTMENT OPTIONS AVAILABLE?

As we have a famous saying "One should not put all your eggs in one basket" similarly our portfolio also should be diversified in various investment instruments. Portfolio allocation should be in such a way where you should be able to use it whenever you are in need of funds and fulfill your major milestones in your life.