Ram Rathod is a AMFI Registered Mutual Fund Distributor
advising clients on Comprehensive Financial Planning, Retirement Planning, Home
Loan Finance & Real Estate Planning issues.
What Can We Offer?
What's the best investment you can make? Stocks, Mutual
Funds, Property, Gold, Fixed Deposits or Insurance? At Save N Protect Financial
Planners, we think the best investment you can make is your Financial Plan
itself.
Understanding your goals:
Typically, we begin by discussing your / your family’s
personal goals such as retirement, taxes, higher studies funding, asset
purchases, debt management and insurance. This information will be captured and
used as a reference in creating your personalized Financial Plan.
§
Retirement
Planning: Retirement
planning is a long term goal. Retirement planning requires investing in health
care insurance and other types of insurances.
§
Child
education Planning: After becoming a
parent, one should start planning for their child’s future as nowadays
education have become very expensive. One should invest in comprehensive health
and education plans.
§
Child
higher education: For this goal,
one should start investing in a combination of mutual funds through SIP with
equity and debt exposure.
§
Child
marriage: Since it is a
long term goal one can take a little more risk in the terms of choosing mutual
fund.
§
Buying
a house: Buying a house
requires huge investment and one should be financial ready for making such huge
investment.
§ Creating emergency fund: One should always invest in liquid fund
for creating a liquid fund. As it is an emergency fund, one can take out money
when required in emergency.
Facebook
Instagram
Twitter
Linkedin
Select Date
