We help our Members, to do their Financial Planning, the SMART way.
Why is Planning so important ?
Cost is always on the Rise all over the world.
Inflation is upwards.
Lifestyle cost is getting higher.
Earning capacity goes down as one grows in age.
Planned steps are always better than messing up.
For a Good financial planning you need to answer the followings :
What is my Need for Future ?
What is my Goal ?
What do I want to achieve with the financial investment ?
Which are the specific Financial Instruments I should opt for ?
Who can get me answers to my all these queries ?
Where can I get the right Advise ?
To provide you with a Professional Financial Planning & Guidance, Experts at SIF would need the followings from you :
Your Age ?
How much you want to invest ?
Your investment Horizon ?
How much time can you remain invested ?
What is your Current investment profile ?
What is your Regular income & Expenses ?
What is your profile ? (Job type / Business / Profession etc.)
Do you have any other income resources ?
Are you also looking forward to the Tax benefit ?
What is your Health condition ?
Depending upon your Risk appetite & taste we will help, customize your investment plans that will make you reach your Goals and achieve what you can with your investments.
Our approach is Scientific, with Logical reasoning’s to the best Investment possibilities available in our Country.
Experts on the panel of SIF are responsible people to guide you to the right path.
Discussion Forums available online has an opportunity for you to discuss your issue with the other investors as well.
Investors Awareness is very Important topic for us.
We do not propagate blind decisions.
We do not believe in spreading rumors
We do not instill fear in our investors.
Buy insurance when it is not needed. Or you may not get when you need it.
Forced saving works always. No one saves happily willingly.
Go slow be regular for the investments.
Have your investments Diversified, not all eggs in one single basket.
Average people always succeed too smart or too fool fail.
One has no control over his/ her birth. But dying poor is no one else’s fault.