Having
choices is important in investing.All is well services believes in
change of Investors plans as their lifestyles and needs do. Through us,
investors are offered an extensive array of investment alternatives and
services.
Retirement Planning
With
retirement not far around the corner, your needs will be rapidly
changing. And you will be asking the big questions – what does
retirement mean to me, and will I have enough? How can I be better off?
As our lives change, our financial needs and priorities change too. Even
if you’re years away from retiring, you’re wise to be thinking about
retirement planning. Years from now you’ll be a lot happier saying, “I’m
glad I did” instead of “I wish I had”. A retirement plan is an
assurance that you will continue to earn a satisfying income and enjoy a
comfortable lifestyle, even when you are no longer working. Investment
Locker will help you understand how much you need to grow your wealth
before you retire and how to plan for it.
Mutual Funds
A
mutual fund is a financial intermediary which allows a group of
investors to pool in their money with a predetermined investment
objective. A qualified fund manager is appointed, who is responsible for
investing the pooled money into specific securities and asset classes
(usually stocks or bonds)
Life Insurance
Life
insurance is a financial resource for your family and loved ones in
case of your death. It is a cover which allows your family to maintain a
standard to living as they are currently, and meet their financial
obligations. It also serves as an effective investment and tax saving
tool.
Health Insurance
- Protect your greatest asset good health
- Individual and Group- Ordinary and Floater health Insurance Policy
- Cash free hospitalization in more than 1400 hospitals across India.
- Reimbursement of expenses during Pre- Hospitalisation and Post-Hospitalisation stages of treatment.
- 130 minor surgeries that require less than 24 hours hospitalization covered under the UNIQUE day care procedure.
- Reimbursement of expenses incurred on ambulance services to the nearest hospital where Emergency Health facilities are available
Financial Assessment
A financial plan is the road map for your financial life. It covers major financial areas of your life addressing aspects such as cash flow, savings, debt management, risk management, childrens education planning, taxes, retirement, estate planning, and of course, investments and a strategy for managing them. It is more than a guide. It is a written strategy that gives you a clear, pragmatic path to follow towards the accomplishment of your most important financial goals.
Home Loan
May
it be the Dream Home of a common middle class family or theSuper Luxury
Abode of a rich millionaire, an owned House is closest to ones heart
& soul. So it becomes very important to carefully compare the Home
Loan providers for the same. One you can trust to safeguard your Home
the way you would.
We understand this emotion and hence empower you to compare & select the home loan providers of your choice.
Tax Planning
Whats
the most tax advantaged group in the tax code? The answer may surprise
you, especially if youre a business owner. But the answer is simple -
you, the business owner are POTENTIALLY the most tax advantaged group in
the tax code. Believe it or not, business owners get all the breaks.
And no, the tax breaks are not just for the Fortune 500 companies, but
the middle market, small business, or family owned business all the
same. I would add a caveat to make it a little more believable and
accurate. The most advantaged group in the tax code is the INFORMED
business owner. If you feel encumbered by the tax code and business
laws, and dont see too many breaks coming your way, its because you fall
into the unfortunate group called the UNINFORMED business owners!
Fixed Deposits
