What we are

We are a team of Professional Financial Planners helping families and individuals achieve their Financial Goals. Serving & handling services for more than 2000 accounts including Mutual Funds, Life Insurance, General Insurance, Health Insurance, SIP's, Shares etc. We are Family Financial Advisor for more than 500 families which are satisfied with our advice and services. We have qualified for MDRT (Million Dollar Round Table) USA, one of the highest recognition for investment advisors globally. We are a member of part of Divisional Manager Club member of LIC which is a prestigious club of high performing insurance advisors. Also awarded with Crorepati & Shatakveer awards by LIC.

Our Services

Financial Planning
Wealth Management
Investment
Tax Management

 

Why Choose Us?

We at solutions would like to be a part of technology age and are thus working in providing the following.
Online Financial Planning & Wealth management.
Financial Peace and Independence for our clients.
Unbiased tax, investment and insurance advisory services We would be happy to be of assistance to your financial needs.

We offer

  • Financial Advisory services
  • Financial planning life stages
  • Mutual funds investments
  • Corporate Fixed deposits
  • Life Insurance Advisory
  • General Insurance Advisory
  • Dream home, car and vacation planning
  • Portfolio Tracker Management
  • Tax management Services
  • Public Providend Fund (PPF)
  • Financial Planning, Retirement, Child Education/Marriage & any Other Goal.
  • Investment Advisory
  • Fixed Maturity Plan (FMP)
  • All Mutual Funds.
  • LIC of India
  • Post Office Saving Scheme
  • Tax Planning u/c 80C.
  • Online Transactions Of Mutual Funds.
  • Portfolio Valuation Reports & P/L Reports.
  • Estate Planning
  • NRI Services
  • SIP & Return Calculator, Daily NAV.

    • Our Services

    Financial planning is the process of examining a client’s personal situations, financial resources, financial problems in a comprehensive manner, developing an impartial, integrated plan to utilize the resource to meet objective and solve problem, taking the step to implement that plan once approved by the client, and monitoring the plan performance to take corrective action as necessary to assure that results match the plan projections.
    Wealth Management is an integrated financial service which helps to manage clients’ wealth. It includes different services that depend on wealth managers. But generally it includes financial planning, investment portfolio management, retirement planning, loan or mortgage management, debt management, estate planning, tax management and cash flow management.
    A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
    Everyone would like to have life insurance as a strategy to provide adequate resources for the surviving dependent in the events of disability or premature death. In addition, many individuals may plan to treat life insurance policy as an investment vehicle. The decision to purchase life insurance, irrespective of any reasoning, is probably a smart move to manage the risk of life. At the same time, one would have opened up a lot of issues that is needed to be considered. The decision to buy life insurance is only the beginning of a complicated and ongoing process.
    Tax Planning helps to plan in order to avail all type of deductions, rebates and exemptions provided in Act. It aims to identify solutions for accomplishing the elements used in a financial plan. Tax planning is a tool that help financial plan to interact with each other effectively.Generally tax planning provide deductions u/s 80C to 80U, exemptions u/s10 and relief’s. One may look for various tax incentives in the above said transactions provided in this Act, for reduction of tax liability.