Financial Planning & Investment

Customized Financial Solution

One Stop Solution brings to you a range of simple financial solutions. These solutions are crafted by a dedicated team of experts. Our user-friendly online interface makes it extremely convenient for you to assess how much you need to invest to attain a goal. We make it extremely simple to create portfolios based on our in-depth product research. You can use your One Stop Solution online account and track your goal achievement as well as conduct portfolio analytics.

Simple Financial Plan

Also available are ready-made and simple financial plans. Simple Financial Planning is a big concept that includes things like budgeting, retirement planning, saving, insurance, and getting out of debt.At the very basic level of personal finance, you should understand the need for, and value of, a budget. A budget or spending plan is a road map for telling your money what to do each month.

Specialised Investment

For indviduals who want to invest in highly customized or unconventional themes we offer the following routes Portfolio Management Services (PMS): With a minimum investment , this is a more customized approach of investing which helps you invest in equity or debt or a combination of the two. Alternative Investment Funds (AIFs): This requires a minimum commitment . We have the resources to bring to you interesting ideas through this route, for investment in real estate, private equity, hedge funds, stressed assets etc.

What Are The Benifits Of Financial Planning & Investment?

INCREASE YOUR SAVINGS:

It may be possible to save money without having a financial plan. But it may not be the most efficient way to go about it. When you create a financial plan, you get a good deal of insight into your income and expenses. You can track and cut down your costs consciously. This automatically increases your savings in the long run.

BE PREPARED FOR EMERGENCIES :

Creating an emergency fund is a critical aspect of financial planning. Here, you need to ensure that you have a fund that is equal to at least 6 months of your monthly salary. This way, you don’t have to worry about procuring funds in case of a family emergency or a job loss. The emergency fund can help you pay for varied expenses on time.

ATTAIN PEACE OF MIND :

With adequate funds at hand, you can cover your monthly expenses, invest for your future goals and splurge a little for yourself and your family, without worry. Financial planning helps you manage your money efficiently and enjoy peace of mind. Don’t worry if you have not yet reached this stage. If you are on the path of financial planning, the destination of financial peace is not very far away.

ENJOY A BETTER STANDARD OF LIVING :

Most people assume that they would have to sacrifice their standard of living if their monthly bills and EMI repayments are to be addressed. On the contrary, with a good financial plan, you would not need to compromise your lifestyle. It is possible to achieve your goals while living in relative comfort.

Incredible Learning

Help clients by creating wealth for them through comprehensive financial planning based on knowledge, expertise, technology and processes. Be a true advisor and dispense quality advice for the betterment of clients