Fipro : Couple Financial Planning

Couple Financial Planning

Best suited plan for both working class couples/partners. With this plan, couples can take control of their future collectively and optimise the planning in the most efficient manner. This plan will enable both working couples to plan all of their life goals i.e. retirement, children’s future, dream home, purchase of an asset, debt management, insurance requirement analysis, tax analysis and other such goals.

If both the couples are working, then this plan is most accurate and Appropriate;

Both couple Financial plans are included
Both Risk Profiling Plans (Mandatory by SEBI)
Personalised Quarterly Virtual Meeting Reviews – Zoom Platform
We will assist in choosing the right Mutual Funds
Both Couples Insurance Review and Tax Management advice

Rs.50000/ 25000 – Per Annum

(Minimum 1-year Service Period)

Our Services

Mutual Fund Investment Advice

Tax Planning Service

Women Individual Financial Planning

Women Financial Programme

Financial Wellness Assessment

Corporate Workshop

Stock Market Investment Advice

Portfolio Management Services

NRI Investment Services

Couple Financial Planning

Individual Financial Planning

Get in Touch

FIPRO Education And Investments,

2nd floor, No, 805, Nagarabhavi Main Rd, Syndicate Bank Colony, Govindaraja Nagar Ward, Mudalapalya,Vijayanagar, Bengaluru,Karnataka 560072

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A Demat account is essentially a digital locker wh

A Demat account is essentially a digital locker where you store your shares and securities in electronic form. It's similar to a bank account, but instead of money, you hold your investments.

How does it work?
• When you buy shares, they are credited to your Demat account.
• When you sell them, they are debited from your account.
• No physical certificates are involved, making transactions faster, safer, and more
convenient.

Benefits of a Demat Account
• Security: Protects your investments from loss, theft, or damage.
• Convenience: Easy to manage and track your investments.
• Speed: Faster transactions compared to physical certificates.
• Cost-effective: Lower maintenance costs compared to physical certificates.

For more Visit https://www.fipro.in #FiproEducationandInvestments #Fipro #personalfinanceplanner #financialplanning #wealthmanagement #lifeinsurance #financialplanning #Investmentadvisors @suhas shetiya @Fipro Education and Investments

Mutual Funds vs. Stocks: A Comparative Overview M

Mutual Funds vs. Stocks: A Comparative Overview

Mutual Funds and Stocks are two popular investment avenues, each with its own set of advantages and disadvantages.

Let's break down the key differences:

Mutual Funds is a pool of money collected from multiple investors and invested in various securities like stocks, bonds, and other assets.

Stocks represent ownership in a company.

Which is Better? The choice between mutual funds and stocks depends on your investment goals, risk tolerance, and time horizon.

Consider mutual funds if:
• You are a new investor or lack the time to manage your investments.
• You seek diversification to reduce risk.
• You prefer professional management.

Consider stocks if:
• You have a higher risk tolerance and are willing to do in-depth research.
• You believe you can outperform the market.
• You want more control over your investments.

It's important to note that many investors combine both mutual funds and stocks in their portfolios to achieve a balance of risk and return.

For more Visit https://www.fipro.in #FiproEducationandInvestments #Fipro #personalfinanceplanner #financialplanning #wealthmanagement #lifeinsurance #financialplanning #Investmentadvisors @suhas shetiya @Fipro Education and Investments

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