*Recommendations / Execution
Investing requires information and understanding of your present and future requirements. As people move through the various stages of life, their needs and financial goals too change. We recommend type of investments that relates closely to your financial goals.
Investment focuses on increasing net worth and achieving long-term financial goals. However, please note that all investments involve some element of risk depending upon the nature of investment. Risk implies the possibility of partial or total loss of your investment. The greater the potential of reward is, the greater also is the potential of risk. There is no such thing as a risk less investment. It is all but impossible to increase the performance of an investment without also increasing the risk.
Diversifying investment portfolio by selecting a variety of securities is frequently used strategy to offset some impact of risk. Likewise, your return will also depend on an average of your various investment returns. By diversifying, you won’t lose as much as if market value goes down and if the market goes straight up from the time you started, you won’t make as much in a diversified portfolio either.
In a nutshell, asset allocation is the strategy of spreading your investments in different asset class so as to reduce your risk. The idea is to control risk and improve your total return over time. Asset allocation does not guarantee that your investments will earn more. But investing in different asset classes can help shield you against the possible poor performance of a single investment.
As a client, we will develop a confidential relationship and follow a Plan to ensure that your objectives are identified.
safety net & build wealth
The beauty of your plan will be your ability to change it. This kind of flexibility is to your advantage because your goals will change as time goes by. There’s no need to put off planning. The time is now.
We have the experience, the tools, and the know-how to help you execute your financial dreams:
- I want to strive for better return on my investments.
- I want to make sure that my family is financially protected should something happen to me.
- I don’t mind paying taxes, but I want to keep more of my money for me.
- I want to prepare for funding my children’s education as best as possible.
- I don’t want to worry about running out of money during my retirement.
- I want to keep control of my decisions when I retire.
- I want to maintain a certain lifestyle when I retire.
- When it comes to my investments, I want to know that I am “on track”.
- When the time comes, I want to make sure that my money and my things go where I want them to go.
- My business is important to me, so I want to make sure it is protected.
Monitor & Update as Needed:
Life, one thing is constant: change. This is why we shall keep sending you reports periodically on your investment so that it can be monitored and changed according to the changing circumstances.
*( We are neither qualified certified financial planner nor Sebi Registered investment advisors. We only suggest and/or recommend investment which is either incidental to each asset class or as recommended by our principals and execute them in the capacity of distributors/Intermediaries.)
(AMFI Registered Mutual Funds Distributors – Panam Shares and Services, Panam Capital Market LLP and Caerus Global Financial Services LLP)