Now a days financial planning has become one of the essential part of life due to complexities and uncertain ty around the world. There has been a sharp rise in the expenses of daily needs(Inflation) in the last decade though our incomes has also increased. But the important thing is how much we are able to save ? It is said that Indians save around 30% - 35 % of their income. It is fine but how much of them really go for investment and create wealth . Putting money in FDs, Insurance policies doesnt count into investment because their (post tax) returns are even lessor than the Inflation.Even interest rates in India are on the declining verge. This is because as the economy develops interest rates starts declining. At the same time personal finance is a concept which every one of us should be aware of . It means that every individual has different needs of money at different stages of life. Equities are the solution to beat the inflation in the longer run and wealth Creation. It has been seen in India that investors staying invested for 10 years and more got more than 15 % p.a. returns. Personal finance looks after How much life Insurance should one have? How much Health Insurance should one have? Which are the financial Products available to cater to the short term needs? Which are the financial Products available in the market to cater to the Long term needs? Whether the Products are Tax efficient or not?

Mutual Funds

A mutual fund is a type of professionally managed investment fund that pools money from many investors to purchase securities. While there is no legal definition of the term “mutual fund”, it is most commonly applied only to those collective…

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Portfolio management services (PMS)

Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team.PMS is a systematic approach to maximize returns while minimizing the risk factor on your…

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Alternative Investment funds (AIF)

Alternative Investment Fund or AIF is a privately pooled investment vehicle that invests in alternative asset classes such as private equity, venture capital, hedge funds, real estate, commodities, and derivatives.

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Fixed Income Product

Financial Products:- There are some of the popular financial products as a. Post office schemes b. Bank FDs c. Corporate FDs & deposits d. Life Insurance plans For More details Contact

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Estate Planning / Trust

Estate Planning is a process of arranging and planning a person’s succession and financial affairs. An Estate Plan which incorporates a person’s wishes about his estate, could be regarding Estate Management, Estate Preservation and Estate Legacy during and post life.…

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Taxation

Tax planning means proper use of provisions , Deductions , exemptions available in the Income Tax Act so as to Minimise the Income Tax chargeability. It is totally different from Tax avoidance. For more details Contact

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Testimonials
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"Earlier I use to trade in Equities and also Invest in Equity Mutual funds for the short term gains. But after meeting Mr. Neeraj Wagh I got to under stand the benefits of Long term Investments in Equity Mutual funds and Wealth Creation which reflects in my portfolio. He also made me aware of Debt funds. Some of my money is parked there for my short term needs."

Dr. Kole ( Eye Specialist)
author

"I used to put money in PPF & Lic only for the long term. But Neeraj Wagh @ N W Finassets made me aware about the down trend of Interest rates in India and the Inflation. His timely advise has helped me in my Retirement Plan via SIP in Mutual funds."

Shri Harde ( Jewellers)

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not change any fee to our clients.

AMFI Registered Mutual Fund Distributor | ARN- 16709 | Date of initial Registration: 28/03/2003 | Current validity: 04/01/2025

Disclosure | SID/SAI/KIM | AMFI Risk Factors | Code of Conduct | Grievance Redressal

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