Shree Investment has the best financial advisors in Goa, offering financial planning services like;Mutual FundWe, at Shree Investment, believe that protection of our client funds is our prime motto and needs to be tackled with extensive knowledge and proper financial planning. In this regards, we follow a four-step process of Financial Planning – Risk Profiling, Goal Planning, and Portfolio Structuring & Portfolio Tracking. Our financial advisors in Goa believe in making finance a simple concept to understand and make our clients realize that a good and stable financial plan and portfolio will only bring a stress-free condition in their lives. Our versatile financial services like mutual funds, life insurance, health insurance offered by the best financial advisor in Goa is sure to help you reach your financial goals before peak.
Get in touch with the best financial advisor in Goa to know about mutual funds and other financial services offered by Shree Investment to clients across Goa.
A mutual fund is simply a financial intermediary that allows a group of investors.
Financial Planning is the process of meeting your life goals through the.
Life insurance is a guarantee that your family will get financial support.
With medical costs and lifestyle diseases spiraling out of control,
There is more to tax planning than the exemptions available.
tax free government bonds, Banking and non banking financial institutions Debenture,bonds and deposits.
SIP or Systematic Investment Plan is a method of investing in mutual funds. Under the SIP investment method, an investor picks a mutual fund scheme and decides to invest a certain fixed amount at fixed intervals. Investing in one scheme through small installments over time (rather than with a large amount at once) is Systematic Investment Planning.
For example: Mr. Anand wishes to invest ₹25,000 in a mutual fund, but does not have this amount ready to invest at the moment. Mr. Anand can invest ₹2,500 per month for the next 10 months, so the eventual total value of his investment will be ₹25,000. In this way, Mr. Anand has fulfilled his investment goal and also gained many benefits - such as Rupee Cost Averaging, budgeting, etc. (which are explained below). This method of investing a fixed amount over time for a particular goal through a particular mutual fund is called Systematic Investment Planning or SIP.