Be an empowered financial planner and create a personalized & actionable plan with your goals in mind
Our financial planning programme is designed to help you reach your goals, whatever they may be. The financial programme is built to suit your risk appetite & available funds. A comprehensive array of free money management tools for investment management, retirement planning, and improvised cash flow.
Get started freeNow, it’s time to take charge of your financial future, find & prioritize your best prospects at different stages of life
The Company has developed five versatile strategies to suit your risk and funds criteria’s
An all-inclusive approach
Whether monthly savings, child education, marriage or retirement planning is top of mind, our financial
planning programme/services can help you save, invest, protect and spend your hard-earned money as
wisely as possible.
We look at your complete financial picture so you can still live the life you want today while planning for the
future.
Step One is to analyse the risk appetite of yours depending upon the drawdown %age mentioned against all strategies. Simultaneously, you also have to check the minimum required fund which you can start with, against your chosen strategy based on realizable drawdown.
Once you have selected the strategy as per the fund and risk criteria’s, you have two options to either
withdraw or introduce fresh funds;
a. To introduce fresh funds in a systematic manner for every quarter of a financial year. (you may invest
10,000 to 25,000 per month if you have started with 5 lakhs capital)
b. You can withdraw some small chunks to be treated as withdrawal of profit (like 2% to 3% per month)
or big withdrawals (like 10% of principal investment) as per your need and requirement of different
phases of your life.
Once you have planned your investment portfolio as per your fund and risk with your systematic withdrawals or deposits, you have to plan the tenure of particular investment and generate a report.
After generating the report, you have some suggestions given in the bottom of the first report you generated. That suggestion will suggest you how to replan your investment on the spare unutilized money kept in your Demat account.
Now, finally you are ready to plan your investment as per your need and requirement of funds which you may need during the different phases of your life like; child education, marriage, leisure, to pay EMI’s, Insurances, to buy vehicle and dream home etc.
What our clients say
My daughter’s marriage was fully funded with the help of this algo.by Ramachandra Cochin
Let´s start together!