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retirement planning
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The old adage, “Don’t put off until tomorrow what you can do today” is particularly true of retirement planning. Funding retirement or staying within your budget during retirement demands commitment. Undoubtedly, it is an obligation that entails sacrifice and careful planning. Although this commitment is extremely important, few find the time to adequately address their future income needs. The situation is compounded by the myriad of institutions claiming to have the solution. The outcome is typically confusion, which leads to inaction. Our team can help you to create an understandable saving and investing strategy designed to provide a favourable retirement outcome. f you’re someone looking to spend a quality retired life, then retirement planning should be on your priority list. Often in our busy schedules, we forget to foresee the future and keep delaying our plans. But what we need to realize at the outset is, the sooner we start, the more we shall be able to accumulate till retirement. What is Retirement Planning? Retirement planning is a process of setting retirement income goals and following them with the actions necessary to achieve those same goals. An easy rule of thumb says that you’ll need to replenish 70% to 90% of your pre-retirement income to lead a good retired life. This means if you’re making ₹ 70,000 a month (before taxes), you might need ₹ 49,000 to ₹ 63,000 a month in retirement income so as to enjoy the same standard of living you had before retirement. For example, if somebody plans to retire in next 15 years, then retirement planning would have to include creating a system to actually generate ₹ 49,000-63,000 per month income from year 2034 when they retire. If you are targeting 70% of your pre-retirement income for post-retirement usage, then you need to not only save, but also invest properly. This would mean investing in high-return assets so that your savings grow at faster rate.
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investment planning
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Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of financial planning and is therefore where many of us procrastinate. But it doesn’t need to be so difficult: incorporate simple money truths into your financial strategies so you can make decisions with confidence and understand the potential risks and benefits of investing by Investment planningWe all have different goals – buying a house, giving the best education to the kids, see them building family, retirement and a lot more. Many of us also hope to achieve a level of wealth while providing for other goals. But the ultimate goal for anyone would be achieve the freedom from financial worries. This freedom is possible with smart goal-based investments.Just as people have different goals, there are investments to help achieve these objectives. Smartly investing your hard-earned money ensures that the right amount of funds are available in the right time.Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.Investment PhilosophyOur objective is to invest your portfolio so that it will yield the return you seek with the lowest possible risk. The best way to achieve this is through diversification, in other words, the allocation of your portfolio among different asset classes. Simply stated, depending on your situation, your money is invested in a variety of stocks, bonds, commodities, natural resources, precious metals, and cash, and then rebalanced periodically.Investment Decision-MakingBeing diversified among asset classes does not mean living with low returns; rather, it delivers better volatility-adjusted returns. In addition, we believe: that portfolios should be rebalanced periodically in order to maintain a long-term chosen asset allocation (that can change when financial objectives change over time); that over the long-term common stocks outpace income investments (their higher expected returns are coupled with compounding interest); and that reasonable expenses and tax efficiency are important to total return.Types of Investments Stocks. A stock is an investment in a specific company. … Bonds. A bond is a loan you make to a company or government. … Mutual funds. If the idea of picking and choosing individual bonds and stocks isn’t your bag, you’re not alone. … Index funds. … Exchange-traded funds. … Options. Define Your GoalsInvesting begins with the determination of your ultimate goals. Knowing the results you want will help you more easily choose the right avenues and strategies to reach them.Defining your goals, such as earning money for a big purchase or growing your retirement fund, is an important part of investment planning that allows you to look at the big picture when creating your investment plan
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NRI Services
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We provide all the possible services to NRIâs regarding their problem in India. We provide the best NRI Consultancy Services in India, catering our clients with services that provide them with perfect solutions to their needs. Our team of professionals research minutely to provide the best possible NRI tax services to our clients. Real Estates Investments Making application to Reserve Bank of India for purchase / sale of residential and commercial property including renting out of property.Procedure for purchase and sale of immovable properties in India and renting them out. NRI Portfolio Management Services Permissions & Compliances in investments in shares, securities, mutual funds, government securities and bank deposits. NRI Investment Advisory Services Investment advice on various gilt edged securitiesProcedural and Compliances Services like NRI PAN Card, NRI Demat Account, NRI Trading on securities etc. NRI Taxation Procedure to file the Return of income and obtain tax exemption certificate and Permanent Account NumberOnline Tax Consultancy Foreign Exchange Management Ac(FEMA)Services Replies to any queries on Foreign Exchange Management Act (FEMA) and Reserve Bank of India procedures and approvals.Any specific advice required in relation to FEMA / RBI matters.
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retirement planning consultants
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Ex banker, cfa , cfp. offers fee based financial planning and retirement solutions based on family finance goals as per individual risk profile and mutual fund investment advisory. realize your dreams through proper financial planning, monitoring and review at appropriate intervals. get guided at investment, tax, insurance and estate planning. how to remain invested in short term, long term and medium term investment vehicles such as bank deposits, pension plans, stock market or debt market. we offer retirement and financial planning based on long term, short term and medium term goals such as self's and children's education, marriage, buying a car or a house as per one's risk profiles. we also advise on mutual fund investment and insurance, tax and insurance planning. We help monitoring the plans and review the same from time to time. if you are young graduates having a flair for selling financial services and products you may join as retirement planner
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Investment Services, mutual fund consultants, demat account services
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investment planning, legal advisors, Financial Services
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