FINANCIAL NEED ASSESSMENT

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Financial Need Assessment

It is a systematic, tool driven process of estimating the future cost of your financial goals and thereby providing a fair guidance on how much you need to invest regularly to accomplish these goals. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal. This involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy on how you can meet the gap.

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Benefits Of Financial Need Assessment:

You get unbiased guidance through proper tools and system.
You save adequate amount of money in appropriate products and avoid making wrong investment decisions.
You review the progress of your investments against the initial assessment done and make changes to it as necessary on ongoing basis.
You put your trust in the hands of an expert and your mind at ease.

Our Role

As financial product distributors, broadly our role is:

Work with clients in gathering information about their future goals, existing cash flows etc. and mapping this information into the system to generate Need Assessment report.
Providing information on financial products.
Finding suitable products and providing execution services for financial products.
Ongoing portfolio/investment reporting , review and re-balancing.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000

Grievance Officer- Mr. ABCD | demo@yourdomain.com

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