DHANMANTRA
Updated 243 days ago
For people in accumulating stage (youngsters / middle aged persons/ family ) we help them to differentiate , priorities & achieve their short, mid & long term financial goals like purchasing car/ Home / to get higher education for self / spouse & children / marriages of children / vacations / doing charity , etc… .We help them to understand the need of their retirement corpus (quantum of )/ (build) considering their financial behavior & status , inflation , taxation & related factors...
For the persons approaching 50 yrs of age / just retired / post retired , who got corpus in their hands, we provide them suitable / systematic assistance in investing their corpus considering the CAPITAL PROTECTION , monthly cash flow (as required ) and tax efficient returns...
For NRIs- We help NRIs to invest in mutual fund schemes, insurance policies. We help them to sort out income tax related matters.