Future Planning Solutions

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Benefits of financial planning

Financial Planning isn’t just about the money-related choices you make – it’s about your future. It helps you achieve your short and long term goals, be it a new home or a comfortable retirement.

A sound financial plan helps you prioritize and budget so you piece together your finances in a way that’s best for your financial health. It takes into consideration your assets, debts, inflation and volatility. Not just that, but you can also minimize your current and future taxes, optimize benefits and protect your loved ones in various scenarios.

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Know WHY to plan? Here’s WHERE to put your money.

Lets us help you decide your right investment options

Select your age group

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Investment Approch:

At this age you might have minimum financial responsibilities, which makes it’s easier for you to focus on growing your money and planning for tax benefits as well.

To know more about investments watch this video 

Products:

Products:

Key benefits:

  • Diversified Investments
  • Liquidity of funds
  • Professional money management
  • Tax saving
  • Low lock-in-period
  • No tax on capital gains

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01 / 02

Investment Approch:

This period is about making decisions and prioritizing. You may be planning a family or have already started one and have a clear career path set. It’s time to start an investment portfolio, establish an emergency fund and understand how planning money will deliver the lifestyle you want.

To know more about investments watch this video 

Products:

Products:

Key benefits:

  • Diversified Investments
  • Liquidity of funds
  • Professional money management
  • Tax saving
  • Low lock-in-period
  • No tax on capital gains
  • Tax saving
  • Risk cover
  • Financial Security
  • Tax saving
  • Capital appreciation

Manage your payments, savings and investments

01 / 02

Investment Approch:

It’s time to put youth aside and save for your child’s college, start building a retirement fund and simultaneously work towards buying a house of your own. Your financial plan needs to help you pay off debts and look after your aging parents’ needs.

To know more about investments watch this video 

Products:

Products:

Key benefits:

  • Diversified Investments
  • Liquidity of funds
  • Professional money management
  • Fixed rate of interest
  • Assured returns
  • Tax saving
  • Low lock-in-period
  • No tax on capital gains
  • Tax saving
  • Risk cover
  • Financial Security
  • Tax saving
  • Capital appreciation
  • Good planning for your child’s education and marriage
  • Enjoy long term investment benefits
  • Tax saving
  • Risk cover against unforeseen life events
  • Financial security to your family
  • PFA

Manage your payments, savings and investments

01 / 02

Investment Approch:

You’re in the second half of your career and have probably starting to think about retirement. It’s easy to mistake 60 as the “finish line” but your finances need to take care of you for at least two decades more. You will need to financially support your kids and explore retirement funds.

To know more about investments watch this video 

Products:

Products:

Key benefits:

  • Diversified Investments
  • Liquidity of funds
  • Professional money management
  • Fixed rate of interest
  • Assured returns
  • Tax saving
  • Assured returns
  • Fixed rate of interest
  • Assured returns
  • Good planning for your child’s education and marriage
  • Enjoy long term investment benefits
  • PFA
  • NPS
  • Tax saving
  • Risk cover
  • Financial Security

Manage your payments, savings and investments

01 / 02

Investment Approch:

If you haven’t planned for retirement, it’s never too late to catch up. Figure out your spending, earn from your investments and bridge the gap for longevity of finances.

To know more about investments watch this video 

Products:

Products:

Key benefits:

  • Diversified Investments
  • Liquidity of funds
  • Professional money management
  • Good planning for your child’s education and marriage
  • Enjoy long term investment benefits
  • Fixed rate of interest
  • Assured returns

Manage your payments, savings and investments

01 / 02

5 tenets of financial planning

No matter what stage of life you’re at, keep these basic Financial Planning Principles in mind!

Map out your financial future today!

With the help of these financial planning articles

Long Term Vs. Short Term Equity Investments

For a salaried or working individual, it is very important to invest to get capital growth on their money. Investing in a timely manner plays a key role in accomplishing that objective as it ensures that...
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How To Create A Personal Financial Plan

Today, it is imperative to supplement your savings with a sound Investment Strategy which is why financial planning is a must! For many of us, creating a financial...
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How To Build A Strong Financial Portfolio

Every person has a tentative goal that helps him achieve a particular level of financial stability in life. This goal could be to prepare for an early retirement...
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Tax Benefits On Different Types Of Loans

While taking a loan allows you to fulfill requirements like buying a house or financing your child’s education, the repayment of this loan along with the interest levied on it, does affect your...
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9 Thumb Rules To Achieve Your Financial Wellbeing

Sometimes the best advice in life is the simplest. Michael Finke, an associate professor of Personal Financial Planning at Texas Tech University said, “Rules of thumb are...
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Retirement Planning: When should you start planning for your Retirement?

All of us are worried about paying off our home loans, children’s education, or buying a car. In this eventful life, many of us either forget or procrastinate...
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*All the names, characters, designations and images provided herein only for pictorial representation and the same are used in a fictitious manner, any resemblance thereof to actual persons or entity, living or dead or actual, or existing, is purely coincidental. Home loans and Car loans will be sanctioned to the eligible Customers at the sole discretion of the Bank, subject to the bank’s internal product policy/ guidelines. Investment Options offered by the Bank shall not constitute or be deemed to constitute an advice, invitation or solicitation to purchase any products/ services of the Bank and Applicant may avail any such Investment Option voluntarily at its sole risk and responsibility. All the products and services offered by the Bank shall be subject to such terms and conditions as may be stipulated by the Bank, Reserve Bank of India (RBI)/ Government of India or such other Statutory / Regulatory Authorities, from time to time."

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Benefits of 7th Pay Commission