INVESTMENT MANTRA - investing for growth with complete protection. When it comes to investment you need to have a plan. We at ASHUTOSH FINANCIAL SERVICES believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Stocks, Fixed Deposits etc. At ASHUTOSH FINANCIAL SERVICES we ensure that Advise is given as per your Risk Profile and Need. We firmly believe what is good for you, is good for us and this will always be the guiding principle of any investment advice. We are under no corporate compulsions or obligations to recommend any particular scheme there by avoiding any conflict of interest
We strongly recommend Mutual Funds in every clients portfolio creation, due to its lot many advantages over other investment products
Financial Planning It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, & etc.
Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses. During such times, careful retirement