other services

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Focus Box

In the financial sector, various additional services play a crucial role in business growth and future financial planning. These services are just as important as core financial planning, as they help streamline financial strategies and enhance overall success.

As financial advisors, we offer tailored services that complement your financial plan, making it more effective and result-oriented. These supplementary services ensure smooth execution and maximize positive outcomes.

Our additional financial advisory services include:

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BANK CARDS

credit card

the most common and popular card that we know is credit card.we often use this card for daily expenses .this cards are provided by banks.these are a type of revolving loan and we spend upto a specific limit and after that we need to pay that amount back with some service charge.

prepaid card

prepaid cards are very useful and easy way to pay daily expenses and for withdraw money from ATM as well.

mastercard debit card

in recent times huge number of buyers started using mastercard.these card is known for its rewards and benefits to their clients.

contactless debit card

contactless card in recent time got risen of custmers as this cards are very easy way to pay certain amount without any PIN code.

rupay debit card

the national payment corporation of india has now introduced RUPAY card.usually this card is for domestic purpose and only accepted in india.

business credit cards

these cards are similar like credit cards and accepted in those platforms except this ,business cards are usually use for business expenses like travel and other business expenses.

other cards such as: secured credit card,visa debit card,debit cards and many more . some common advantages of bank cards:

cashback,rewards,additional discounts,more extended time to payback,no need to carry big amount of cash.

checking bank accounts:

In today’s world, having a bank account is no longer a luxury but a necessity. It is essential for everyone above the age of 18, given the rise of digital payment methods, card transactions, and the need for loans.

There are various types of bank accounts, including:

Savings Account
Current Account
Fixed Deposit Account
Salary Account
NRI Account
DEMAT Account
Recurring Deposit Account
And many more.

Proper management of these accounts is crucial to maintaining minimum balances, tracking debts, deposits, and withdrawals, especially for businesses. As financial advisors, our firm is committed to helping you efficiently manage all types of bank accounts, ensuring financial stability and optimized banking solutions.

provident fund:

In every business, Provident Fund (P.F.) is provided to employees as per government regulations, serving as financial security for emergencies or future needs. Proper management of these funds is essential to ensure they remain beneficial over time.

As financial advisors, we assist both employers and employees in efficiently managing P.F. contributions. This fund is automatically deducted from employees’ salaries, and we provide expert guidance on fund withdrawals, ensuring a smooth and hassle-free process when accessing their investment

retirement plan:

As individuals approach retirement, having a well-structured financial plan becomes essential to ensure a stable and secure future. A retirement plan plays a crucial role in providing a fixed income for daily expenses, allowing individuals to maintain financial independence after stepping away from their professional or business careers.

As financial advisors, we specialize in crafting personalized retirement plans tailored to your needs. We help you explore various government and banking schemes that guarantee financial security. Our expertise ensures that you have a steady income stream, enabling a comfortable and worry-free retirement.

demat account:

A Demat account serves as a digital vault for storing stocks, bonds, mutual funds, and ETFs. It is essential for trading shares in the stock market and is mandated by the Securities and Exchange Board of India (SEBI).

Key Features of a Demat Account:

Digital Storage: Eliminates the need for physical certificates, reducing the risk of loss or damage.
Ease of Use: Enables quick and hassle-free buying and selling of investments through online platforms.
All-in-One Investment Storage: Holds various investments, including shares, government schemes, mutual funds, and bonds, in one place.

As financial advisors, we assist in opening and managing your Demat account, ensuring you stay active in the market and maximize wealth-building opportunities. Our expert team simplifies the process, providing strategic guidance to help you achieve the best returns from your investments.