Financial Planning

Financial Planning is the process of estimating the capital required and determining its competition. SaveOrInvest provide a wide spectrum of services ranging from financial health check-ups to advice on investments, pensions, retirement, tax planning and more. Our straightforward approach takes into consideration your personal or business objectives and helps you achieve them through a structured, personalized plan. With the help of your personal advisor, we help you plan for your expenses and maintain your lifestyle while anticipating unpredicted incident.

Wealth management

Wealth management is basically the science of solving/enhancing his or her financial situation. SaveOrInvest provide several advantages to clients through wealth management. Our wealth managers provide direction to a client’s financial decisions, enabling him achieve his financial and life goals. As a wealth manager, we collate the relevant financial information and life goals of the client, assess his risk tolerance level, examine his current financial status, and identify a strategy to fulfill his goals.

Child Education Planner

An important tool to help you plan your investments to give wings to your child’s dreams getting the right education is the stepping stone to your child’s dreams. Our SaveOrInvest Child Education Planner will help you determine approximately how much money you will need for your child’s dream education and how much you need to save regularly. Child Education Planner Provide Maturity benefit to meet College Expenses, Partial withdrawals to enhance your child’s talent, Support for your child’s school fees.

Retirement planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved. In Retirement planning you Receive Lump sum amount at the time of maturity, Takes Care of your Family in your Absence etc.

Tax Planning

Tax planning is the analysis of a financial situation or plan from a tax perspective. SaveOrInvest tax planning helps you in optimizing tax planning by Knowing your tax liability, Providing Comprehensive assessment of all tax related deductions that are already available in the form of house rent, provident fund, health and life insurance, knowing the impact of tax savings on your available surplus, evaluating all your tax saving investments based on their merit.