The way we spend our lives does not depend on how well we earn or how much we save. It depends on how we invest our earnings.
We all make investments. But most of us invest in financial products without giving a deep thought.
It’s been observed that most of the time our decisions are based on some unreliable and non-scientific methods. To name such few methods, it can be someone’s recommendation or a tip from friends & relatives. But giving a practical thought, we cannot think of wealth accumulation by such methods.
If an investor is willing to create a long-term wealth; he needs to change this attitude.
Few things that you must keep in mind while investing?
Investment is more important than saving as it helps you to beat inflation and grow your wealth over a long term period.
Post-tax returns are more important than Pre-tax returns.
Asset Allocation always works in protecting & creating long term wealth.
Risk profiling is very important before starting investment to know Asset Allocation.
For Free Investment Advisory & Buying assistance Call us at +91 9001 793 293 or fill the form below:
Insurance
Few very important things that you must keep in mind while buying Insurance:
Don’t mix Insurance & Investment. It is like drinking & driving. They don’t mix well together.
Buy only pure online Term insurance Policies.
Compare beyond Premium amount; Check for features & service benchmarks (including claim settlement ratio) before finalizing the policy.
For Free Insurance Advisory & Buying assistance Call us at +91 9001 793 293 or fill the form below:
Awareness Program
Apart from this we also use Audio – Video presentations, Games and Puzzles to communicate the message in the most layman form and spread financial awareness without using financial jargons.
To organise Awareness program at your office/society Call us at +91 9001 793 293 or mail us at devendra.shekhawat@thenewadvisor.co.in
What makes us different?
We focus on delivering financial literacy to our clients. We take every possible step to make them understand what all financial/investment suggestions we are giving to them.
We also follow a multilayered process for suggesting fund. It includes:
Risk profiling – Risk profile of investor is detailed analysis before we start financial planning.
Financial Goal Setting – We quantify the financial goals by defining the duration as to when the goal has to be achieved.
For example: Estimated cost of Higher education of Mr Girish’s Son (Age – 5 Years) would be 15Lac. This amount is required after 13 years when he attains the age of 18. Now in this case both the goal amount and period is non-negotiable. Only thing that can very is the investment amount.
Cash flow analysis – We analyse the pattern of cash flow (Income-Expenditure) of an individual for his life time. In this we look for periods of low income (Starting of career) to period of no income (post retirement). Once a person is aware of his life time cash flow, he can plan his investments in a more accurate manner and prepare himself for no income scenario.
Protecting your resources – We suggest all the possible solutions that are required for protecting your resources and assets.
To know more about us you can call on +91 9001 793 293 or mail us at devendra.shekhawat@thenewadvisor.co.in
What speciality do we have to offer?
In our team we have professionals who have worked into financial products throughout their career. This is how we know the stories from both sides of the table. It helps us in understanding, analyzing and evaluating the vast range of products in an accurate manner. This detailed analysis of entire market helps us in excluding “commission-only” kind of products from the pool and serving our clients with “investor-need-only” products.
Financial Planning has evolved over a period of time and it is growing in a dynamic way.
We appreciate this aspect of our profession and are in a phase of developing process and improvising it. We make use of technology to serve our clients better. We use international as well as domestic software to provide highest level of service.
To know more about us you can call on +91 9001793293 or mail us at devendra.shekhawat@thenewadvisor.co.in
Testimonial
“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.” – Vikramaditya Singh
“I would like to express my thanks for the work you have done for me over all these years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with me and my family. May you prosper, along with your clients.” – Prasad S. Giri
“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.” –Jitendra
