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Top Certified Financial Planner (CFP) Advisors in Surat | WiselyInvest

WiselyInvest Financial Planners is a certified financial planning firm (CFP) in Surat. We offer best investment planning and financial plans to achieve your financial goals & dreams. For getting advisory services call us : 91 93747 26576 or email us at : sepunj@wiselyinvest.com

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Top Certified Financial Planner (CFP) Advisors in Surat | WiselyInvest

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  1. Your Financial Planner www.wiselyinvest.com +91 93747 26576 

  2. About Us • Certified Financial Planner and Advisor in Surat, India • Cater to financial planning needs of customers from various walks of life • Provide Investors need based solutions to accomplish their goals • Superior Financial Services of pre-investment and post-investment www.wiselyinvest.com +91 93747 26576 

  3. Our Services • Systematic Investment Plan • Tax Planning • Bond Investment • Portfolio Management • Mutual Funds Automated Re-balancing System www.wiselyinvest.com +91 93747 26576 

  4. Systematic Investment Plan (SIP) • It is an investment vehicle offered by  • mutual funds to investors, allowing them to • invest small amounts periodically instead of • lump sums. • The frequency of investment is • usually weekly, monthly or quarterly. www.wiselyinvest.com +91 93747 26576 

  5. Planning your taxes is an integral part • of your financial planning. 1. Systematic Investment Plan • Sec 80C of the Income Tax Act allows you • to claim deductions from your taxable • income by investing in certain investments. www.wiselyinvest.com +91 93747 26576 

  6. Bonds Investment • in which an investor loans money to • A bond is a fixed income investment • an entity (typically corporate or • governmental) which borrows the • funds for a defined period of time at • a variable or fixed interest rate.... • Owners of bonds are debtholders, • or creditors, of the issuer. www.wiselyinvest.com +91 93747 26576 

  7. Portfolio Management • Portfolio Management Services account • is an investment portfolio in Stocks, • Debt and fixed income products managed • by a professional money manager, that can • potentially be tailored to meet specific • investment objectives.  www.wiselyinvest.com +91 93747 26576 

  8. Mutual Funds Automated Re-balancing System • MARS manages asset allocation of your • Portfolio in line with the market movement • based on solid NJ research • It helps in capturing the upside in the market • while protecting the downside. Also, your • money is invested in consistently performing • schemes, shortlisted based on NJ research. www.wiselyinvest.com +91 93747 26576 

  9. Why WiselyInvest • WiselyInvest has a professional financial advisors who suggests • and renders financial services to clients based on their financial • situation. We also offer many financial services, such as investment • management, income tax preparation and bonds investment. • We lay high emphasis on educating the investors and • providing them need based solutions to accomplish their goals. www.wiselyinvest.com +91 93747 26576 

  10. sepunj@wiselyinvest.com www.wiselyinvest.com +91 93747 26576 

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