Child Future planning

“Education is the passport to the future, tomorrow belongs to those who invest for it today” As parents, providing the best schooling, and best opportunities in life for your child is the foremost priority. Education is one of the best gifts you can give your children but the costs are a major concern. Parents shell out a large portion of their savings to provide the best education. Hence, a financial plan to achieve Children's Education Fund is very important. it’s necessary to carefully plan a children’s education fund. The earlier you start planning, the better. Especially if you want to send your child to good universities and abroad. You must start investing soon as the education costs are only on the rise.

The word ‘retirement’ brings a relief and joy to many people who work hard daily. Retirement could mean relaxing at home. For some, it could be going on a road trip with friends. Yes, those are much-awaited days for professionals like you who work 8-10 hours every day. 

 In one word, retirement is an end to the daily struggle for money and have ample time for yourself.

Wealth is a state of having an abundant time for yourself along with goods and services, luxuries, and abundant money.  Eat, Sleep, Work, Earn, Pay Bills and Repeat. That’s the cycle most individuals follow when it comes to doing job or running a business. We’ve got bills to pay, and dreams to achieve and also got to create wealth. So, we save using fixed deposits, LIC and Insurance plans, post office schemes and so on but what we fail to understand is how inflation eats away purchasing power of our money.  The key is to NOT just save, but generate real WEALTH after adjusting to inflation – and that comes with smart Investments  At Fundviser, we help make money work for you, rather than you keep working for money all through the life. To achieve this, we help you need to understand the benefits of compound interest coupled with starting to invest early, while still ensuring you can enjoy the quality of life that you want by investing in relevant wealth creation strategies that work for you.

All of us wish to achieve financial freedom and also ensure enough money is available for financial needs for an Individual and a family, and we tend to believe that saving and investing is enough to be financially stable  But outside world we live in is full of risks. Individuals, families, businesses, assets and properties are exposed to different levels and types of risks. These risks include of loss of life, assets, health, property etc..  While it is not always possible to prevent unwanted events from occurring, we can minimize the financial loss from such events. Financial world has developed products that protect individuals and businesses against unwanted losses by compensating them in financial resources that is money. Insurance is such a financial product that reduces or eliminates the cost of loss or effect of loss caused by different types of risks.  Insurance is a Risk mitigation process and forms foundation for an Individual or a family’s Wealth Creation Process

Tax saved is money earned  Income Tax planning is one of the most important aspects of personal finance. It forms an integral part of savings and investments. However, most of financial mistakes are made during the tax planning season.  Many people give more importance to tax saving only during the last quarter of the financial year and end up paying unnecessary taxes or opt for unnecessary tax saving products. Also taking tax planning tips from friends and family who may not be experts may directly or indirectly affects your overall financials.

Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.