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Financial Goal Planning Services
Under these services we understand client’s
needs first, help them to priorities their
future financial goals, evaluate those goals for
times to come, calculate future values and funds
required and then suggest asset allocation to
achieve the financial goal.
Mutual Funds Advisory & Distribution
Under these services we provide various advisory
levels for investing in mutual funds, here we
construct the portfolio, send updates to
clients, advise entry , exit and suitable
schemes within various types of mutual funds.
Life Insurance Advisory
Here we suggest our clients on various insurance
products, give comparison between suitable plans
available and advise for a purpose be it :
General Insurance Services
Under this we help our clients with their, Medi
claim, Overseas Travel, Accident and Car
insurance needs.
Real Estate Advisory
Under this we advise our clients on suitable
property options, help them in booking new
projects in primary market, also to buy or sell
existing property in secondary market.
Mutual
Fund
This is an investment vehicle on which every
body wants to and should take a ride. Mutual
fund is the only avenue for investments which
provides all the flexibilities which an investor
always seeks from his investments.
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Flexibility to enter and exit anytime.
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No unreasonable cost to the investor.
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All kind of investors can invest from low risk
seekers to high risk takers.
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From short term to long term, people with all
kinds of horizon can invest in one or the other
type of Mutual fund.
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Professionally managed with expert Fund
Managers.
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Provides proper diversification to the
portfolio and escape investors in taking company
specific risks.
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Not much of paperwork involved.
Fixed Income
This is another category for investments and it
is also considered as an asset class in itself,
this is the old conventional way of investing
where you invest your money for a fixed term at
a fixed interest rate and enjoy the peace of
mind as well as promised interest for whole of
the term.
Many option available in this category now a
days :
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Post office Schemes
MIS, Sr. Citizen Scheme, NSC, KVP, Term Deposit,
RD
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Public and Private Company Fixed Deposits.
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Govt. Of India 8% Savings ( Taxable) Bonds.
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Non convertible Debentures
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Fixed Maturity Plans
Insurance
Life Insurance
This is a category where investor has always a
doubt about. Many investors do not realize the
fact that this is a very important investment to
secure their future and family. Lot of people
think that they have bought one or two policies
which is enough and why to waste so much of
money or pay high cost for it, but they don’t
realize that once they are covered properly
according to their needs then it gives them
peace of mind and relaxation that if something
happens tomorrow then their dependents are safe.
With the new generation the aware ness about
proper Insurance coverage is spreading and lot
of people are now investing in various type of
policies depending upon once requirements.
Term Plans
– These plans gives an investor the
flexibility to take higher risk cover at a very
minimal cost, there are no maturity benefits. In
a with premium return policy you can even take
all your premium paid back on maturity.
Child Plans
– This is the category which is
catching lot of charm these days, here investor
covers their child’s future by taking a risk
coverage on their lives and makes sure that the
future financial requirement of child is met
even in any unforeseen circumstances.
Pension Plans
– These types of plans are usually
bought keeping retirement in mind and an effort
to make some reserves for their retired life,
this is also essential for those who do not
expect pension from their employer.
ULIP’s - These are the plans which gives an
investor the maximum flexibility, to choose
their premium, to choose risk coverage, to
choose term of payment, to choose term of
policy, to choose out of various fund investment
options and using one plan for many purposes.
This is a very popular category among those
investors who are interested in market related
returns.
Real Estate
This is an asset class which is of interest of
everyone because every investor either has it or
want to have in his portfolio. There are various
projects residential and commercial available in
Delhi NCR for investment as well as for personal
use.
AACS Only deals in project which are in Delhi &
NCR and only with renown builders, we help our
clients in booking new projects for all good
builders and also help them to buy or sell
existing property in secondary market.
For more information please
leave a query in the query box, available on
Contact Us Page
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