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Financial Planning Consultancy

Listing ID #5383809

  • Business Type Service Provider
Preferred Buyer From : All over the world

Financial planning when done right helps you to achieve goals and targets which requires money. An individual in his lifetime uses a variety of investment, risk management, and tax planning....
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  • Member Since 5 Years
  • Nature of Business Retailer

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Financial planning when done right helps you to achieve goals and targets which requires money. An individual in his lifetime uses a variety of investment, risk management, and tax planning strategies to meet their financial goals.
Shri Ashutosh Securities Pvt. Ltd. helps and plans for you from scratch to top. It first understands your present situation and analyzes where you are now, where you aspire to be in future for that what would you need by the process that involves gathering relevant information about your finances, present conditions, plans for future, insecurities and thus coming up with a plan on how you can meet with your goals.
Why financial planning?
Financial planning is lies on the fact that your financial decisions are corelated one decision directly or indirectly affects the other one. For eg. Right now, investing in buying a car might push buying a house a bit and so on. That’s why financial planning is important, it provides direction and meaning to financial decisions.
Creating a financial plan lets you look at the bigger picture and consequently helps in setting up long- and short-term life goals. With a proper plan it becomes easier to take decisions related to finance and it also helps you to be on right track and keep a check on your efforts.
Why Shri Ashutosh Securities Pvt. Ltd.?
In case you want to manage your finances better but don’t have idea from where to start and how, we have certified professionals dedicated to answer your where and how.
You don’t have time to manage your own finances in that case too we are the trusted partners. An expert’s opinion can save you from mistakes and save you from potential losses and make your finance decisions fruitful.
The process that we follow –
It starts with evaluating your current financial position.
Then together with you we identify your goals.
And then work out the best plans for your different financial goals.


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Makes investing in mutual funds an easy task to do!
Our core is “research” and after that only we give best advices. Start investing and growing your money with us or with our experts plan your very own personalized financial plan to meet your goals.
Started in 2005 for mutual fund business, at “Shri Ashutosh Securities Pvt. Ltd.”, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
At “Shri Ashutosh Securities Pvt. Ltd.”, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and nonproprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market. Shri Ashutosh Securities Pvt.Ltd. aspires to be the Wealth Management company of choice for affluent Indians.
Shri Ashutosh Securities will help you achieve all your financial goals via –
Comprehensive planning
Goal oriented investment plan
Keeping track of progress of the investment
Diversification
Change in path as and when required
We have a team of professionals working and at your service 24*7 for all your investment related queries and problems.
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  • Seller Shri Ashutosh Securities Pvt. Ltd.
  • Address Boring Road, Patna, Bihar

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