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Financial Planning
In finance, investment is putting money into an asset with the expectation of capital appreciation.
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Mutual Funds
When it comes to the world of investing, three words come to mind: overwhelming, intimidating, and scary.
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Time for changes
Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows.
Services
Having choices is important in investing.All is well services believes in change of Investors plans as their
lifestyles and needs do. Through us, investors are offered an extensive array of investment alternatives and
services.
Retirement planning
Retirement planning ensures that you have enough resources to maintain your lifestyle after you stop earning. It
involves systematic saving and investing during your working years to build a retirement corpus.
The earlier you start, the more time your money has to grow through the power of compounding.
Retirement Investment Options
- NPS (National Pension Scheme): A government-backed retirement saving option with tax benefits.
- EPF/PPF: Long-term savings options with assured returns.
- Pension Plans: Insurance-based plans that provide income post-retirement.
- Mutual Funds: SIPs in retirement-focused schemes offer flexibility and growth potential.
Key Features:
- Regular Income: Ensures financial independence after retirement.
- Tax Efficiency: Enjoy deductions under Section 80C, 80CCD, and more.
- Inflation Protection: Invest in instruments that beat inflation over time.
- Risk Management: Diversified investment lowers risk exposure.
- Peace of Mind: Secure your golden years without financial stress.
Plan for your retirement today to live a financially secure and stress-free life tomorrow. It's never too early to start.
Life insurance
Life insurance is a crucial component of financial planning. It ensures that your loved ones remain financially
secure even in your absence. It can also act as a savings and wealth creation tool depending on the policy
type.
Different life insurance products cater to different life stages and financial goals.
Popular Types of Life Insurance
- Term Insurance: Pure risk cover that pays a lump sum on the policyholder's death.
- Endowment Plans: Combine insurance with savings benefits.
- ULIPs: Market-linked plans offering insurance and investment.
- Whole Life Insurance: Provides lifetime coverage and wealth transfer benefits.
Key Features:
- Financial Security: Provides lump sum or regular income to dependents.
- Wealth Creation: Some policies help build long-term savings.
- Tax Benefits: Premiums and payouts are eligible for tax deductions and exemptions.
- Flexibility: Choose policy terms, riders, and coverage based on your goals.
- Peace of Mind: Confidence that your family is financially protected.
Life insurance is more than a safety net - it's a promise of financial protection and stability for your family.
Fixed Deposits
Fixed Deposits (FDs) are one of the safest and most popular investment options. They offer assured returns over a
fixed tenure and are ideal for conservative investors looking for capital preservation.
FDs are offered by banks, NBFCs, and corporates, with varying interest rates and features.
Types of Fixed Deposits
- Bank FD: Offered by scheduled commercial banks with deposit insurance.
- Corporate FD: Offered by companies/NBFCs with higher interest but higher risk.
- Tax-Saving FD: 5-year lock-in with benefits under Section 80C.
- Senior Citizen FD: Offers higher interest rates for retirees.
Key Features:
- Capital Safety: Principal amount is safe and returns are predictable.
- Assured Returns: Fixed interest rates, unaffected by market fluctuations.
- Liquidity: Premature withdrawal available with conditions.
- Flexible Tenure: Choose from short to long terms as per your needs.
- Tax Efficiency: Tax-saving options available under 80C.
Fixed Deposits provide financial stability with minimal risk. Ideal for those who prioritize safety and steady returns.
Tools
SIP Calculator
EMI Calculator
Income Tax Calculator
Human life Calculator
Delay Cost Calculator
NAV Viewer
Dividend History
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FundzAvenue is an AMFI Registered Mutual Fund Distributor | ARN: 77037 | Date of Registration: 01-11-2009 | Current Validity: 01-11-2026
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
FundzAvenue makes no warranties or representations, express or implied, on products offered through the platform of FundzAvenue. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
AMFI Registered ARN - 77037
