1 / 10

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

Download Presentation

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

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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 

More Related