Vikas Sikri
New Delhi, Delhi
GST No. 07ATEPS1146E2ZU
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Investment Service
Providing you the best range of financial investment service, prosperity sip investment, systematic transfer plan and tax saving investment service with effective & timely delivery.
Financial Investment Service
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Rs 2,000 / MonthPrice on Request
Financial Investment Service.
We provide personalized investment consulting to help you make smart, informed decisions. From mutual funds and equities to bonds and more, our experts design strategies that align with your goals, risk profile, and timeline. Whether you're starting out or scaling up—we guide you every step of the way toward financial growth.
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Prosperity SIP Investment
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Rs 5,000 / MonthPrice on Request
Product Brochure
- Core Idea: Combines the power of SIP and SWP to build wealth and create a regular income stream.
- Working: Investors make SIP investments in a source scheme for a chosen tenure. After the SIP period ends, investments are auto-switched to a target scheme where a fixed Systematic Withdrawal Plan (SWP) begins.
Features:
- Flexible SIP tenures and amounts.
- Automatic SWP post-investment period.
- Aimed at creating retirement income or achieving financial freedom.
- Transparent and simple setup for long-term financial goals.
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Systematic Transfer Plan
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Rs 5,000 / ProjectPrice on Request
Product Brochure
A Systematic Transfer Plan (STP) is a feature offered by mutual funds that allows investors to transfer a fixed or variable amount of money from one mutual fund scheme to another, within the same fund house, at regular intervals. Typically, this involves moving funds from a less risky scheme, like a debt fund, to a more growth-oriented scheme, like an equity fund, over time. This strategy helps investors manage risk and potentially enhance returns by gradually entering into the equity market.
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Tax Saving Investment Service
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Rs 5,000 / MonthPrice on Request
Product Brochure
Tax Saving Investment Service refers to the process of arranging financial affairs in a way that maximises tax benefits and minimises tax liabilities. It involves analysing an individual's or an organisation's income, expenses, investments, and other financial activities to identify potential tax-saving opportunities
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