Cleverpot is the first of its kind online Investment platform, promoted by SOGIS Equities. Its was found to overcome the problems of investor in taking investment decisions online. We at cleverpot work on client Interest with a single motto.
We at Cleverpot work with you to achieve your Financial goals through Systematic Approach
“Do It Yourself” is suited for individuals who want complete investment process quickly, without human intervention
“Get Advice” is for those who would like to utilize our expertise in getting a comprehensive financial advice, prepared from our advisors.
Every financial success depends on the right asset allocation. Asset allocation plays an very important role in achieving our financial goals in time. Our strategic asset allocation service helps you know your future goals and strategies to achieve them with ease.
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
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.
Investment without a goal is like journey without a destination. Every investment should be made with purpose. But to meet that purpose we need a advice in choosing the right asset at right time. Our Goal Based Advisory in an unique service which helps you in getting better Investment results.
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.tax liability.
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